Trieste Capital LLC
RIASEC Registered
Total AUM
$14.6M
Discretionary
$14.6M
100% of AUM
Avg account
$1.6M
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 153084
- Custodians
- MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Trieste Capital LLC is an independent, individual-owned investment adviser organized as an LLC that provides fee-based portfolio management to individuals, families and small businesses. The firm charges a percentage-of-AUM fee and reports portfolio management for individuals and small businesses as its primary advisory activity. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Richard Faux
Managing DirectorCRD 4609843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Nottinghill Capital Management Inc.
RIAAUM $14.6MTEAM 1REPS 1
Wealth Renovators, LLC
RIAOverland Park, KS
AUM $14.7MTEAM 1REPS 1
Roche Asset Management, LLC
RIAAllentown, PA
AUM $14.7MTEAM 2REPS 2
Robert Henry Wealth Management, LLC
RIAStuart, FL
AUM $14.6MTEAM 1REPS 1
Commonwealth Guardians
RIAAUM $14.6MTEAM 2REPS 1
Mcclelland Wesley Wealth Management
RIAAUM $14.6MTEAM 1REPS 1