{ "crd_number": 161432, "slug": "trivest-investment-advisors-llc-coral-gables-fl-161432", "primary_business_name": "TRIVEST INVESTMENT ADVISORS, LLC", "legal_name": "TRIVEST INVESTMENT ADVISORS, LLC", "dbas": [], "city": "Coral Gables", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-05-05", "carried_forward": false, "raum_total": 6011200759.0, "raum_discretionary": 6011200759.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 100, "advisory_employees": 73, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 6011200759.0, "count": 19 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL" ], "websites": [ "https://facebook.com/TRIVESTPARTNERS", "https://linkedin.com/company/trivestpartners", "https://trivest.com", "https://twitter.com/TRIVESTPARTNERS" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161432", "city_as_filed": "CORAL GABLES", "url": "https://advisorcensus.com/firm/trivest-investment-advisors-llc-coral-gables-fl-161432", "display_name": "Trivest Investment Advisors, LLC", "summary": "Trivest Investment Advisors, LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 5, 2026.", "citation": "AdvisorCensus. Trivest Investment Advisors, LLC (CRD 161432): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Trivest Investment Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Trivest Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Trivest Investment Advisors, LLC located?", "a": "Trivest Investment Advisors, LLC's principal office is in Coral Gables, FL, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Trivest Investment Advisors, LLC registered with the SEC or a state?", "a": "Trivest Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161432." }, { "q": "How much does Trivest Investment Advisors, LLC manage?", "a": "Trivest Investment Advisors, LLC reports $6,011,200,759 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary)." }, { "q": "How have Trivest Investment Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Trivest Investment Advisors, LLC: Regulatory assets under management: $2,404,643,457 in the October 2021 data and $6,011,200,759 in the October 2026 data, up 150%. Total employees: 45 in October 2021 and 100 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Trivest Investment Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (19)." }, { "q": "Does Trivest Investment Advisors, LLC report any disciplinary disclosures?", "a": "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/161432" }, { "q": "Does Trivest Investment Advisors, LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"In general, the minimum initial investment in a Fund is $5.0 million, although lesser amounts may be accepted in the discretion of the general partner.\"" }, { "q": "What changed in Trivest Investment Advisors, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 66 to 73. Added an office in Toronto." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2404643457.0, "total_employees": 45, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2330416461.0, "total_employees": 52, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4694554930.0, "total_employees": 66, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5646516904.0, "total_employees": 86, "filing_date": "2024-07-23" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5906737521.0, "total_employees": 93, "filing_date": "2025-05-07" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6011200759.0, "total_employees": 100, "filing_date": "2026-05-05" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 66 to 73.", "Added an office in Toronto." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$5,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "In general, the minimum initial investment in a Fund is $5.0 million, although lesser amounts may be accepted in the discretion of the general partner." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 5000000.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "In general, the minimum initial investment in a Fund is $5.0 million, although lesser amounts may be accepted in the discretion of the general partner." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/trivest-investment-advisors-llc-coral-gables-fl-161432.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 19, "fewer_than_5": false, "raum": 6011200759.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161432", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }