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Trifecta Capital Advisors, LLC

● SEC registered since 2022CRD 317391SEC# 801-123043Northbrook, IL
Export (members)
Reg. AUM
$712.2M
Employees
3
Accounts
424
Location
Northbrook, IL

Trifecta Capital Advisors, LLC assets under management

Trifecta Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Northbrook, IL. The firm has been registered since 2022. It reports $712.2 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/trifectacapitaladvisorsView on SEC.gov ↗

Trifecta Capital Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey Brent Berman ControlManaging Member25-50%2021
Paul A. Tromp ControlManaging Member25-50%2021
Susan G Oleari ControlManaging Member, Cco25-50%2021

Frequently asked questions

How much does Trifecta Capital Advisors, LLC manage?

Trifecta Capital Advisors, LLC reports $712.2 million in regulatory assets under management on its Form ADV.

How many employees does Trifecta Capital Advisors, LLC have?

Trifecta Capital Advisors, LLC reports 3 employees.

Where is Trifecta Capital Advisors, LLC located?

Trifecta Capital Advisors, LLC is based in Northbrook, IL and has been SEC-registered since 2022.

Does Trifecta Capital Advisors, LLC disclose fund performance?

Trifecta Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Skokie Blvd, Suite 455, Northbrook, IL 60062
Phone1-847-495-2464
Office hours8:00 a.m.- 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$712.2M
Non-discretionary$0
Total (RAUM)$712.2M