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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 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 |
|---|---|---|---|---|
| CONNELL, BRIAN, ROBERT | I | PARTNER | NA | Control |
| CONNELL, BRIAN, ROBERT | I | PARTNER | NA | Control |
| CONNELL, BRIAN, ROBERT | I | PARTNER | NA | Control |
| CONNELL, BRIAN, ROBERT | I | PARTNER | NA | Control |
| CONNELL, BRIAN, ROBERT | I | PARTNER | NA | Control |
| CONNELL, BRIAN, ROBERT | I | PARTNER | NA | Control |
| ELIAS, JON, EDWARD | I | MANAGING PARTNER | NA | Control |
| ELIAS, JON, EDWARD | I | MANAGING PARTNER | NA | Control |
| GERSHMAN, DAVID, AARON | I | MANAGING PARTNER & GENERAL COUNSEL | NA | Control |
| GERSHMAN, DAVID, AARON | I | MANAGING PARTNER & GENERAL COUNSEL | NA | Control |
| GROSS, JORGE, ALBERTO | I | MANAGING PARTNER | NA | Control |
| GROSS, JORGE, ALBERTO | I | MANAGING PARTNER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | CHIEF OPERATING OFFICER | NA | Control |
| JERLES, TODD, VERNON | I | PARTNER, OPERATIONS | NA | Control |
| JERLES, TODD, VERNON | I | PARTNER, OPERATIONS | NA | Control |
| LOPEZ, SONIA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOPEZ, SONIA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIRHEYDAR, AMIR, ARDAVAN | I | PARTNER | NA | Control |
| MIRHEYDAR, AMIR, ARDAVAN | I | PARTNER | NA | Control |
| MIRHEYDAR, AMIR, ARDAVAN | I | PARTNER | NA | Control |
| MIRHEYDAR, AMIR, ARDAVAN | I | PARTNER | NA | Control |
| MIRHEYDAR, AMIR, ARDAVAN | I | PARTNER | NA | Control |
| MIRHEYDAR, AMIR, ARDAVAN | I | PARTNER | NA | Control |
| MORAN, RICHARD, HAROLD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORAN, RICHARD, HAROLD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORAN, RICHARD, HAROLD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORAN, RICHARD, HAROLD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORAN, RICHARD, HAROLD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| REYNOLDS, STEPHEN, H | I | PARTNER | NA | Control |
| REYNOLDS, STEPHEN, H | I | PARTNER | NA | Control |
| REYNOLDS, STEPHEN, H | I | PARTNER | NA | Control |
| REYNOLDS, STEPHEN, H | I | PARTNER | NA | Control |
| REYNOLDS, STEPHEN, H | I | PARTNER | NA | Control |
| REYNOLDS, STEPHEN, H | I | PARTNER | NA | Control |
| REYNOLDS, STEPHEN, H | I | PARTNER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | VP OF FINANCE | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | VP OF FINANCE | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | VP OF FINANCE | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | VP OF FINANCE | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | VP OF FINANCE | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | VP OF FINANCE | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | VP OF FINANCE | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROGAN, DANIEL, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WESTER, FOREST, TOMLINSON | I | MANAGING PARTNER | NA | Control |
| WESTER, FOREST, TOMLINSON | I | MANAGING PARTNER | NA | Control |
| WILSON, ANDREW, RUSS | I | MANAGING PARTNER | NA | Control |
| WILSON, ANDREW, RUSS | I | MANAGING PARTNER | NA | Control |
| TRIVEST PARTNERS CORPORATION | DE | SOLE MEMBER | E | Control |
| TRIVEST PARTNERS CORPORATION | DE | SOLE MEMBER | E | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | C | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | MANAGING PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | MANAGING PARTNER | B | Control |
| ELIAS, JON, EDWARD | I | MANAGING PARTNER | B | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | MANAGING PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | MANAGING PARTNER | B | Control |
| GROSS, JORGE, ALBERTO | I | MANAGING PARTNER | B | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | B | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | B | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | B | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | B | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | B | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | B | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | B | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | B | Control |
| TEMPLETON, TROY, DAVID | I | MANAGING PARTNER | B | Control |
| VANDENBERG JR., PETER | I | PARTNER | B | Control |
| VANDENBERG JR., PETER | I | PARTNER | B | Control |
| VANDENBERG JR., PETER | I | PARTNER | B | Control |
| VANDENBERG JR., PETER | I | PARTNER | B | Control |
| VANDENBERG JR., PETER | I | PARTNER | B | Control |
| VANDENBERG JR., PETER | I | PARTNER | B | Control |
| VANDENBERG JR., PETER | I | PARTNER | B | Control |
| VANDENBERG JR., PETER | I | PARTNER | B | Control |
| VANDENBERG JR., PETER | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | MANAGING PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | MANAGING PARTNER | B | Control |
| WESTER, FOREST, TOMLINSON | I | MANAGING PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | MANAGING PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | MANAGING PARTNER | B | Control |
| WILSON, ANDREW, RUSS | I | MANAGING PARTNER | B | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GERSHMAN, DAVID, AARON | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
May 7, 2025 REGISTERED
Notice Filings (1)
FL
Address
2811 PONCE DE LEON BLVDSUITE 400
CORAL GABLES, FL 33134-6917
United States
Phone: 305-858-2200