TRIVANT CUSTOM PORTFOLIO GROUP LLC
CRD #129803 SEC #801-117351 SAN DIEGO, CA 619-286-3930
SEC Registered
Total AUM
$217.5M
Discretionary
$217.5M
Employees
4
Clients
10
Accounts
337
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $217.5M | $217.5M | $0 | 4 | 0 |
| Mar 2024 | $195.3M | $195.3M | $0 | 4 | 0 |
| Sep 2023 | $168.6M | $168.6M | $0 | 6 | 0 |
| Mar 2023 | $168.6M | $168.6M | $0 | 6 | 0 |
| Nov 2022 | $179.1M | $179.1M | $0 | 5 | 0 |
| Mar 2022 | $179.1M | $179.1M | $0 | 5 | 0 |
| Mar 2021 | $149.9M | $149.9M | $0 | 3 | 0 |
| Aug 2020 | $118.1M | $118.1M | $0 | 3 | 0 |
| May 2020 | $118.1M | $118.1M | $0 | 3 | 0 |
| Mar 2020 | $118.1M | $118.1M | $0 | 3 | 0 |
| Sep 2019 | $109.4M | $109.4M | $0 | 4 | 0 |
| Aug 2019 | $109.4M | $109.4M | $0 | 4 | 0 |
DateMar 2025
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees4
Clients0