firm profile
Trivest Investment Advisors, LLC
Overview
Trivest Investment Advisors, LLC is an SEC registered investment adviser based in Coral Gables, FL, registered since 2012. It reports $6B in assets under management across 19 accounts, with 100 employees.
- Reported AUM
- $6B
- Discretionary
- 100%
- Accounts
- 19
- Average account
- $316M
- Employees
- 100
- Registered since
- 2012
- Jurisdictions
- 1
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 11
- David Aaron Gershman Managing Partner, General Counsel CRD 5059820
- Daniel Francis Rogan Chief Financial Officer CRD 6343470
- Sonia Maria Lopez Chief Compliance Officer CRD 5069074
8 more executive officers, with direct contact details
Location
- Headquarters
- 2811 Ponce de Leon Blvd Ste 400
Coral Gables, FL 33134 - County
- Miami-Dade
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: trivest.com
Every state, with registration dates
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