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David Aaron Gershman

Managing Partner & General CounselTrivest Investment Advisors, LLCCRD 5059820

About David Aaron Gershman

David Aaron Gershman is listed as Managing Partner & General Counsel at Trivest Investment Advisors, LLC in Coral Gables, FL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Trivest Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Aaron Gershman work?

David Aaron Gershman is listed as Managing Partner & General Counsel at Trivest Investment Advisors, LLC on SEC Form ADV.

How much of Trivest Investment Advisors, LLC does David Aaron Gershman own?

Form ADV reports a beneficial ownership band of Under 5%.

Trivest Investment Advisors, LLC

TitleManaging Partner & General Counsel
OwnershipUnder 5%
Control personYes
Since2023
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