TRIAVERA CAPITAL LLC
Firm details
- Headquarters
- LARKSPUR, California
- CRD number
- 329548
- Registered since
- July 30, 2025
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Triavera Capital LLC is an SEC-registered investment adviser (registered in 2025) organized as a limited liability company and structured as a hedge fund manager that serves institutional clients. The firm provides portfolio management for pooled investment vehicles and acts as sponsor, general partner and managing member of those vehicles rather than functioning as a capital allocator to third-party managers. Fee arrangements include a percentage-of-assets component plus other fees. Triavera does not position itself as an ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Tony Berta
CFOCRD 6631336
Contacts
1 of 1MICHAEL KAHN
CRD 4225771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LARKSPUR, CA
MARIN
Location
LARKSPUR, CA
Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 60 E Sir Francis Drake Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
CROWN ADVISORS MANAGEMENT, INC.
RIALARKSPUR, CA
MAVEN EQUITY PARTNERS, LLC
RIALARKSPUR, CA
TAMALPAIS ASSET MANAGEMENT
RIALARKSPUR, CA
PANORAMIC CAPITAL, LLC
RIALARKSPUR, CA
BROADWING CAPITAL ADVISORS, INC.
RIALARKSPUR, CA
WARM SPRINGS ADVISORS INC.
RIALARKSPUR, CA