TRIVIUM POINT ADVISORY, LLC
CRD #292182 SEC #801-112426 WILTON, CT (203) 221-3085
SEC Registered
Total AUM
$1.5B
Discretionary
$911.8M
Employees
35
Clients
11
Accounts
3,177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.5B | $911.8M | $575.8M | 35 | 0 |
| Aug 2025 | $1.5B | $911.8M | $575.8M | 35 | 0 |
| Mar 2025 | $1.5B | $911.8M | $575.8M | 35 | 0 |
| Sep 2024 | $716.2M | $617.8M | $98.4M | 39 | 0 |
| Aug 2024 | $716.2M | $617.8M | $98.4M | 39 | 0 |
| Apr 2024 | $716.2M | $617.8M | $98.4M | 39 | 0 |
| Jan 2024 | $716.2M | $617.8M | $98.4M | 39 | 0 |
| Dec 2023 | $613.6M | $535.7M | $77.8M | 17 | 0 |
| Mar 2023 | $613.6M | $535.7M | $77.8M | 17 | 0 |
| Oct 2022 | $796.8M | $697.1M | $99.7M | 24 | 0 |
| Aug 2022 | $796.8M | $697.1M | $99.7M | 24 | 0 |
| Mar 2022 | $796.8M | $697.1M | $99.7M | 24 | 0 |
| Aug 2021 | $660.2M | $570.6M | $89.7M | 22 | 0 |
| Mar 2021 | $660.2M | $570.6M | $89.7M | 22 | 0 |
| Mar 2021 | $660.2M | $570.6M | $89.7M | 22 | 0 |
| Oct 2020 | $619M | $540.4M | $78.6M | 20 | 0 |
| Sep 2020 | $619M | $540.4M | $78.6M | 20 | 0 |
| Jun 2020 | $619M | $540.4M | $78.6M | 20 | 0 |
| Apr 2020 | $619M | $540.4M | $78.6M | 20 | 0 |
| Mar 2020 | $619M | $540.4M | $78.6M | 20 | 0 |
| Mar 2019 | $488.9M | $404.6M | $84.3M | 18 | 0 |
| Jun 2018 | $169.1M | $138.5M | $30.5M | 14 | 0 |
| May 2018 | $0 | $0 | $0 | 14 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$1.5B
Discretionary$911.8M
Non-Disc.$575.8M
Employees35
Clients0
DateAug 2025
Total AUM$1.5B
Discretionary$911.8M
Non-Disc.$575.8M
Employees35
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$911.8M
Non-Disc.$575.8M
Employees35
Clients0
DateSep 2024
Total AUM$716.2M
Discretionary$617.8M
Non-Disc.$98.4M
Employees39
Clients0
DateAug 2024
Total AUM$716.2M
Discretionary$617.8M
Non-Disc.$98.4M
Employees39
Clients0
DateApr 2024
Total AUM$716.2M
Discretionary$617.8M
Non-Disc.$98.4M
Employees39
Clients0
DateJan 2024
Total AUM$716.2M
Discretionary$617.8M
Non-Disc.$98.4M
Employees39
Clients0
DateDec 2023
Total AUM$613.6M
Discretionary$535.7M
Non-Disc.$77.8M
Employees17
Clients0
DateMar 2023
Total AUM$613.6M
Discretionary$535.7M
Non-Disc.$77.8M
Employees17
Clients0
DateOct 2022
Total AUM$796.8M
Discretionary$697.1M
Non-Disc.$99.7M
Employees24
Clients0
DateAug 2022
Total AUM$796.8M
Discretionary$697.1M
Non-Disc.$99.7M
Employees24
Clients0
DateMar 2022
Total AUM$796.8M
Discretionary$697.1M
Non-Disc.$99.7M
Employees24
Clients0
DateAug 2021
Total AUM$660.2M
Discretionary$570.6M
Non-Disc.$89.7M
Employees22
Clients0
DateMar 2021
Total AUM$660.2M
Discretionary$570.6M
Non-Disc.$89.7M
Employees22
Clients0
DateMar 2021
Total AUM$660.2M
Discretionary$570.6M
Non-Disc.$89.7M
Employees22
Clients0
DateOct 2020
Total AUM$619M
Discretionary$540.4M
Non-Disc.$78.6M
Employees20
Clients0
DateSep 2020
Total AUM$619M
Discretionary$540.4M
Non-Disc.$78.6M
Employees20
Clients0
DateJun 2020
Total AUM$619M
Discretionary$540.4M
Non-Disc.$78.6M
Employees20
Clients0
DateApr 2020
Total AUM$619M
Discretionary$540.4M
Non-Disc.$78.6M
Employees20
Clients0
DateMar 2020
Total AUM$619M
Discretionary$540.4M
Non-Disc.$78.6M
Employees20
Clients0
DateMar 2019
Total AUM$488.9M
Discretionary$404.6M
Non-Disc.$84.3M
Employees18
Clients0
DateJun 2018
Total AUM$169.1M
Discretionary$138.5M
Non-Disc.$30.5M
Employees14
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0