| Name | Title | Ownership | Since |
|---|---|---|---|
| George Robert Gerhard Control | Managing Partner, Chief Compliance Officer | Under 5% | 2023 |
| Ron Andrew Pac Control | Managing Partner | Under 5% | 2023 |
| Trivium Point Financial Holdings, LLC Control | Managing Member | Over 75% | 2023 |
Trivium Point Advisory, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Trivium Point Advisory, LLC reports 35 employees.
Trivium Point Advisory, LLC is based in Wilton, CT and has been SEC-registered since 2018.
Trivium Point Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 40 Danbury Road, Suite 310, Wilton, CT 06897 |
| Phone | (203) 221-3085 |
| Fax | (203) 221-3087 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1766564 |
| Discloses disciplinary history | No |
| Discretionary | $911.8M |
| Non-discretionary | $575.8M |
| Total (RAUM) | $1.49B |