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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARBER, JOHN, BRUCE | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| HARRIS, MICHAEL, CARL | I | VICE PRESIDENT | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
| LAIMON, DANIEL, MARK | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (4)
CA MO NY TX
Address
600 W BROADWAYSUITE 225
SAN DIEGO, CA 92101
United States
Phone: 619-286-3930