Trive Capital Management LLC

RIASEC Registered
Total AUM
$8B
Discretionary
$8B
100% of AUM
Avg account
$421M
Accounts
19
Employees
87
Advisory reps
8

Firm details

Headquarters
Dallas, Texas
CRD number
166910
Registered since
July 10, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trive Capital Management LLC is an SEC-registered limited liability company formed in 2014 that operates primarily as a private equity manager serving institutional clients. The firm acts as sponsor/GP and provides portfolio management for pooled investment vehicles; it is also identified as a CPO/CTA. Its fee model combines a percentage-of-AUM charge with performance-based compensation. Trive reports being an active ESG investor and is not structured as a capital allocator to third-party programs — instead it runs and sponsors its own pooled funds while also engaging with other investment-adviser and operating roles tied to those vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2021 Mc Kinney Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth