# Trivest Investment Advisors, LLC

> 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.

- CRD: 161432
- Filed as: TRIVEST INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161432
- AdvisorCensus page: https://advisorcensus.com/firm/trivest-investment-advisors-llc-coral-gables-fl-161432

## Quick answers

**How is Trivest Investment Advisors, LLC compensated?**
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.

**Where is Trivest Investment Advisors, LLC located?**
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).

**Is Trivest Investment Advisors, LLC registered with the SEC or a state?**
Trivest Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161432.

**How much does Trivest Investment Advisors, LLC manage?**
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).

**How have Trivest Investment Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Trivest Investment Advisors, 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 Trivest Investment Advisors, 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/161432

**Does Trivest Investment Advisors, LLC state an account minimum?**
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."

**What changed in Trivest Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 66 to 73. Added an office in Toronto.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $6,011,200,759
- Discretionary: $6,011,200,759
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 19 | $6,011,200,759 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 100 total, 73 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Toronto

### Websites listed on Form ADV (Item 1.I)
- [trivest.com](https://trivest.com)
- Facebook @TRIVESTPARTNERS
- LinkedIn @trivestpartners
- X @TRIVESTPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,404,643,457 | 45 | March 31, 2021 |
| October 2022 | $2,330,416,461 | 52 | March 31, 2022 |
| October 2023 | $4,694,554,930 | 66 | March 31, 2023 |
| October 2024 | $5,646,516,904 | 86 | July 23, 2024 |
| October 2025 | $5,906,737,521 | 93 | May 7, 2025 |
| October 2026 | $6,011,200,759 | 100 | May 5, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 66 to 73.
- Added an office in Toronto.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trivest Investment Advisors, LLC (CRD 161432): Form ADV filing data as of October 2026.