TRIFECTA CAPITAL ADVISORS, LLC
CRD #317391 SEC #801-123043 NORTHBROOK, IL 1-847-495-2464
SEC Registered
Total AUM
$712.2M
Discretionary
$712.2M
Employees
3
Clients
0
Accounts
424
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $712.2M | $712.2M | $0 | 3 | 0 |
| Apr 2025 | $712.2M | $712.2M | $0 | 3 | 0 |
| Mar 2025 | $712.2M | $712.2M | $0 | 3 | 0 |
| Jun 2024 | $567.6M | $567.6M | $0 | 3 | 0 |
| Feb 2024 | $567.6M | $567.6M | $0 | 3 | 0 |
| Sep 2023 | $407.3M | $407.3M | $0 | 3 | 0 |
| Jan 2023 | $407.3M | $407.3M | $0 | 3 | 0 |
| Aug 2022 | $297.3M | $297.3M | $0 | 4 | 0 |
| Aug 2022 | $297.3M | $297.3M | $0 | 4 | 0 |
| Apr 2022 | $297.3M | $297.3M | $0 | 4 | 0 |
| Apr 2022 | $297.3M | $297.3M | $0 | 4 | 0 |
| Mar 2022 | $0 | $0 | $0 | 4 | 0 |
| Feb 2022 | $0 | $0 | $0 | 4 | 0 |
| Jan 2022 | $0 | $0 | $0 | 4 | 0 |
| Jan 2022 | $0 | $0 | $0 | 4 | 0 |
| Dec 2021 | $0 | $0 | $0 | 4 | 0 |
DateJul 2025
Total AUM$712.2M
Discretionary$712.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$712.2M
Discretionary$712.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$712.2M
Discretionary$712.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$567.6M
Discretionary$567.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$567.6M
Discretionary$567.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$407.3M
Discretionary$407.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$407.3M
Discretionary$407.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$297.3M
Discretionary$297.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$297.3M
Discretionary$297.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$297.3M
Discretionary$297.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$297.3M
Discretionary$297.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0