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

Clients

Accounts

424

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 14, 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
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
BERMAN, JEFFREY, BRENT	I	MANAGING MEMBER	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
Oleari, Susan, G	I	MANAGING MEMBER, CCO	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control
TROMP, PAUL, A.	I	MANAGING MEMBER	C	Control

Registrations

Federal

Jul 14, 2025 REGISTERED

Notice Filings (10)

CA CO FL IL LA MI NY SC TX WI

Address

400 SKOKIE BLVD
SUITE 455
NORTHBROOK, IL 60062
United States

Phone: 1-847-495-2464