# Trive Capital Management LLC

> Trive Capital Management LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 166910
- Filed as: TRIVE CAPITAL MANAGEMENT LLC
- Also doing business as: TRIVE CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166910
- AdvisorCensus page: https://advisorcensus.com/firm/trive-capital-management-llc-dallas-tx-166910

## Quick answers

**How is Trive Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trive Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Trive Capital Management LLC located?**
Trive Capital Management LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Trive Capital Management LLC registered with the SEC or a state?**
Trive Capital Management LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 166910.

**How much does Trive Capital Management LLC manage?**
Trive Capital Management LLC reports $8,002,092,462 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**How have Trive Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Trive Capital Management LLC: Regulatory assets under management: $2,435,897,774 in the October 2021 data and $8,002,092,462 in the October 2026 data, up 229%. Total employees: 42 in October 2021 and 87 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trive Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (19).

**Does Trive Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166910

**What changed in Trive Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 54 to 46. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $8,002,092,462
- Discretionary: $8,002,092,462
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 19 | $8,002,092,462 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 87 total, 46 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mbirdcp.com
- trivecapital.com
- LinkedIn @TRIVE-CAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,435,897,774 | 42 | July 1, 2021 |
| October 2022 | $4,139,723,383 | 42 | March 28, 2022 |
| October 2023 | $4,727,994,132 | 60 | March 30, 2023 |
| October 2024 | $6,735,305,071 | 71 | March 28, 2024 |
| October 2025 | $8,566,242,476 | 83 | March 28, 2025 |
| October 2026 | $8,002,092,462 | 87 | August 4, 2026 |

Regulatory assets under management: $2,435,897,774 in the October 2021 data and $8,002,092,462 in the October 2026 data, up 229%.
Total employees: 42 in October 2021 and 87 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 54 to 46.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trive Capital Management LLC (CRD 166910): Form ADV filing data as of October 2026.