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Trivest Investment Advisors, LLC

● SEC registered since 2012CRD 161432SEC# 801-74049Coral Gables, FL
Export (members)
Ranks #966 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$5.91B
Fund GAV
$5.91B
Private funds
19
Employees
93
Accounts
19
Location
Coral Gables, FL

Trivest Investment Advisors, LLC assets under management

Trivest Investment Advisors, LLC is an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2012. It reports $5.9 billion in regulatory assets under management and employs 93 people. Trivest Investment Advisors, LLC manages 19 private funds with combined gross assets of $5.9 billion, including Trivest Recognition Fund, L.P. By regulatory assets, it ranks 966 of 5,911 private fund managers.

Trivest Investment Advisors, LLC private funds

19 funds · $5.91B GAV
FundTypeGross assetsMin.
Trivest Recognition Fund, L.P.Private Equity$817.7M$250K
Trivest Fund VI, L.P.Private Equity$738.1M$250K
Trivest Fund VII, L.P.Private Equity$545.6M$250K
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Trivest Investment Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Amir Ardavan Mirheydar ControlPartnerUnder 5%2022
Andrew Russ Wilson ControlManaging PartnerUnder 5%2023
Brian Robert Connell ControlPartnerUnder 5%2022
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Frequently asked questions

How much does Trivest Investment Advisors, LLC manage?

Trivest Investment Advisors, LLC reports $5.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Trivest Investment Advisors, LLC manage?

Trivest Investment Advisors, LLC manages 19 private funds with combined gross assets of $5.9 billion.

How many employees does Trivest Investment Advisors, LLC have?

Trivest Investment Advisors, LLC reports 93 employees.

Where is Trivest Investment Advisors, LLC located?

Trivest Investment Advisors, LLC is based in Coral Gables, FL and has been SEC-registered since 2012.

Does Trivest Investment Advisors, LLC disclose fund performance?

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

Contact & registration

Address2811 Ponce de Leon Blvd, Suite 400, Coral Gables, FL 33134-6917
Phone305-858-2200
Fax305-285-0102
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$5.91B
Non-discretionary$0
Total (RAUM)$5.91B

Service providers