Trivest Investment Advisors, LLC (Coral Gables)

Name: Trivest Investment Advisors, LLC
Address: 550 South Dixie Highway, Coral Gables, FL, 33146 2701
Telephone: 305-858-2200

Trivest Investment Advisors, LLC is a large advisory firm based in Coral Gables. It manages $1.41 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Florida.

Trivest Investment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trivest Investment Advisors: assets under management

The assets under management (AUM) of Trivest Investment Advisors, LLC is $1.41 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 60% since the beginning of its operation, and $373.62 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $281.96 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trivest Investment Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Trivest Investment Advisors serves?

The only and largest group of clients of Trivest Investment Advisors is pooled investment vehicles with 5 clients and $1.41 billion of assets under management. Among the 11 most similar advisory firms, Trivest Investment Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.41 billion for 5 clients. 25% of the firm’s clients are foreign persons or businesses.

Trivest Investment Advisors also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $250,000.

Careers at Trivest Investment Advisors, LLC

The company employs 24 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Troy David Templeton	Managing partner	1 Feb 2012	25% - 50%	6029020
Jon Edward Elias	Partner	1 Feb 2012	Other	6029024
Peter Vandenberg Jr.	Partner	1 Feb 2012	Other	6029027
David Aaron Gershman	Chief compliance officer	1 Feb 2012	Other	5059820
Richard Harold Moran	Chief financial officer	1 Feb 2012	Other	2385245
Forest Tomlinson Wester	Partner	1 Sep 2012	Other	6178985
Andrew Russ Wilson	Partner	1 Sep 2012	Other	4252279
Daniel Francis Rogan	Vp of finance	1 May 2014	Other	6343470
Jorge Alberto Gross	Partner	1 Jan 2016	Other	4430982
Todd Vernon Jerles	Chief operating officer	1 Jan 2017	Other	4788568

Based in Coral Gables

The principal office where Trivest Investment Advisors, LLC performs its advisory services is located at 550 South Dixie Highway, Coral Gables, FL 33146 2701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-858-2200 or by fax 305-858-1629. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at trivest.com.