PPrivate Fund Data Log in Join · $37/mo

Sonia Maria Lopez

Chief Compliance OfficerTrivest Investment Advisors, LLCCRD 5069074

About Sonia Maria Lopez

Sonia Maria Lopez is listed as Chief Compliance Officer 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 Sonia Maria Lopez work?

Sonia Maria Lopez is listed as Chief Compliance Officer at Trivest Investment Advisors, LLC on SEC Form ADV.

How much of Trivest Investment Advisors, LLC does Sonia Maria Lopez own?

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

Trivest Investment Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025