Trieste Capital LLC
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 individually owned limited liability advisory firm focused on portfolio management for individuals and small businesses. The adviser runs a concentrated, equity-oriented approach: exchange-traded equities make up the bulk of its managed assets, and the firm charges fees as a percentage of assets under management. The client base is primarily individual and family relationships rather than institutional mandates, and the firm does not identify as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Location & Offices
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
, null
Location
, null
Headquartered in , null.
- Office locations
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