Trive Capital Management LLC

RIASEC RegisteredEst. 2014
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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Stephen Yoost

    Stephen Yoost

    Chief Operating Officer & PartnerCRD 6933157

  • Elizabeth Deluca

    Elizabeth Deluca

    General Counsel & Chief Compliance OfficerCRD 6461104

  • Kimberly Whitener

    Kimberly Whitener

    Chief Financial OfficerCRD 6907978

Contacts

3 of 5
  • David Stinnett

    David Stinnett

    PartnerCRD 5273167

  • Blake Bonner

    Blake Bonner

    PartnerCRD 5573703

  • Christopher Zugaro

    Christopher Zugaro

    Partner and Co-FounderCRD 6178244

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth