| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Mark Laimon Control | Managing Member | 25-50% | 2003 |
| John Bruce Barber Control | Chief Investment Officer/Chief Compliance Officer | 25-50% | 2003 |
| Michael Carl Harris Control | Vice President | 25-50% | 2016 |
Trivant Custom Portfolio Group LLC reports $217.5 million in regulatory assets under management on its Form ADV.
Trivant Custom Portfolio Group LLC reports 4 employees.
Trivant Custom Portfolio Group LLC is based in San Diego, CA and has been SEC-registered since 2019.
Trivant Custom Portfolio Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 600 W Broadway, Suite 225, San Diego, CA 92101 |
| Phone | 619-286-3930 |
| Fax | 619-330-1822 |
| Office hours | 8:30 A.M To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1977992 |
| Discloses disciplinary history | No |
| Discretionary | $217.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $217.5M |