TRIVEST INVESTMENT ADVISORS, LLC
CRD #161432 SEC #801-74049 CORAL GABLES, FL 305-858-2200
SEC Registered Private Funds
Total AUM
$5.9B
Discretionary
$5.9B
Employees
93
Clients
--
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $5.9B | $5.9B | $0 | 93 | 0 |
| Mar 2025 | $5.9B | $5.9B | $0 | 93 | 0 |
| Jul 2024 | $5.6B | $5.6B | $0 | 86 | 0 |
| Mar 2024 | $5.6B | $5.6B | $0 | 86 | 0 |
| Mar 2023 | $4.7B | $4.7B | $0 | 66 | 0 |
| Apr 2022 | $2.3B | $2.3B | $0 | 52 | 0 |
| Nov 2021 | $2.4B | $2.4B | $0 | 45 | 0 |
| Mar 2021 | $2.4B | $2.4B | $0 | 45 | 0 |
| May 2020 | $2.2B | $2.2B | $0 | 36 | 0 |
| Mar 2020 | $2.2B | $2.2B | $0 | 36 | 0 |
| Apr 2019 | $1.4B | $1.4B | $0 | 24 | 0 |
| Mar 2019 | $1.4B | $1.4B | $0 | 24 | 0 |
| Mar 2018 | $1.7B | $1.7B | $0 | 23 | 0 |
| Mar 2017 | $964.2M | $964.2M | $0 | 21 | 1 |
| Mar 2016 | $976.4M | $976.4M | $0 | 21 | 1 |
| Mar 2015 | $879.4M | $879.4M | $0 | 20 | 1 |
| May 2014 | $882.5M | $882.5M | $0 | 20 | 1 |
| Apr 2014 | $882.5M | $882.5M | $0 | 20 | 1 |
| Mar 2014 | $882.5M | $882.5M | $0 | 20 | 1 |
| Apr 2013 | $880.7M | $880.7M | $0 | 14 | 1 |
| Feb 2012 | $463M | $463M | $0 | -- | 1 |
| Feb 2012 | $463M | $463M | $0 | -- | 1 |
DateMay 2025
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees93
Clients0
DateMar 2025
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees93
Clients0
DateJul 2024
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees86
Clients0
DateMar 2024
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees86
Clients0
DateMar 2023
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees66
Clients0
DateApr 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees52
Clients0
DateNov 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees45
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees45
Clients0
DateMay 2020
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees36
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees36
Clients0
DateApr 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees23
Clients0
DateMar 2017
Total AUM$964.2M
Discretionary$964.2M
Non-Disc.$0
Employees21
Clients1
DateMar 2016
Total AUM$976.4M
Discretionary$976.4M
Non-Disc.$0
Employees21
Clients1
DateMar 2015
Total AUM$879.4M
Discretionary$879.4M
Non-Disc.$0
Employees20
Clients1
DateMay 2014
Total AUM$882.5M
Discretionary$882.5M
Non-Disc.$0
Employees20
Clients1
DateApr 2014
Total AUM$882.5M
Discretionary$882.5M
Non-Disc.$0
Employees20
Clients1
DateMar 2014
Total AUM$882.5M
Discretionary$882.5M
Non-Disc.$0
Employees20
Clients1
DateApr 2013
Total AUM$880.7M
Discretionary$880.7M
Non-Disc.$0
Employees14
Clients1
DateFeb 2012
Total AUM$463M
Discretionary$463M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$463M
Discretionary$463M
Non-Disc.$0
Employees--
Clients1