Trivium Capital Partners, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Logan, Utah
CRD number
329786
Fee structure
Percentage of AUM
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trivium Capital Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s stated advisory activity is portfolio management for pooled investment vehicles and it charges fees as a percentage of assets under management. It does not present itself as a capital allocator, is not identified as an active ESG investor, and is not a multi-state or newly formed adviser. An industry affiliation with a law firm appears in the record, which may reflect related professional services or a structural relationship rather than a traditional wealth-management affiliation.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Michael Jewell

    Michael Jewell

    Chief Compliance OfficerCRD 7856974

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Logan, UT

Cache

Location

Logan, UT

Headquartered in Logan, UT, in the West of the United States.

Region
West
County
Cache
Address
965 S 100 W
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth