# TRIVANT CUSTOM PORTFOLIO GROUP LLC

TRIVANT CUSTOM PORTFOLIO GROUP LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 129803
- Type: SEC-registered investment adviser
- SEC file number: 801-117351
- Location: 600 W BROADWAY, SUITE 225, SAN DIEGO, CA, 92101
- Phone: 619-286-3930
- Latest filing: 2026-02-27
- Regulatory AUM: $239.4M
- Discretionary AUM: $239.4M
- Clients: 5
- Accounts: 482

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Mark Laimon | MANAGING MEMBER | — |
| John Bruce Barber | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Michael Carl Harris | VICE PRESIDENT | — |
| LAIMON DANIEL MARK | MANAGING MEMBER | — |
| BARBER JOHN BRUCE | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| HARRIS MICHAEL CARL | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129803/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129803/similar
- Related entities: https://search.stillhousedata.com/firm/129803/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129803

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.