# TRIVEST INVESTMENT ADVISORS, LLC

TRIVEST INVESTMENT ADVISORS, LLC of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 161432
- Type: SEC-registered investment adviser
- SEC file number: 801-74049
- Location: 2811 PONCE DE LEON BLVD, SUITE 400, CORAL GABLES, FL, 33134-6917
- Phone: 305-858-2200
- Latest filing: 2026-05-05
- Regulatory AUM: $6.0B
- Discretionary AUM: $6.0B
- Clients: 100
- Accounts: 19

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| [Andrew Russ Wilson](https://search.stillhousedata.com/person/74090) | MANAGING PARTNER | Coral Gables, FL |
| [Forest Tomlinson Wester](https://search.stillhousedata.com/person/74091) | MANAGING PARTNER | Coral Gables, FL |
| [Amir Ardavan Mirheydar](https://search.stillhousedata.com/person/74095) | PARTNER | Coral Gables, FL |
| [Brian Robert Connell](https://search.stillhousedata.com/person/74096) | PARTNER | Coral Gables, FL |
| [Todd Vernon Jerles](https://search.stillhousedata.com/person/74097) | PARTNER, OPERATIONS | Coral Gables, FL |
| [Jon Edward Elias](https://search.stillhousedata.com/person/693165) | MANAGING PARTNER | — |
| [David Aaron Gershman](https://search.stillhousedata.com/person/693166) | MANAGING PARTNER & GENERAL COUNSEL | — |
| [Daniel Francis Rogan](https://search.stillhousedata.com/person/693167) | CHIEF FINANCIAL OFFICER | — |
| [Jorge Alberto Gross](https://search.stillhousedata.com/person/693168) | MANAGING PARTNER | — |
| [Stephen H Reynolds](https://search.stillhousedata.com/person/693169) | PARTNER | — |
| [Sonia Maria Lopez](https://search.stillhousedata.com/person/693170) | CHIEF COMPLIANCE OFFICER | — |
| [REYNOLDS STEVE H](https://search.stillhousedata.com/person/829559) | PARTNER | — |
| [TEMPLETON TROY DAVID](https://search.stillhousedata.com/person/830091) | MANAGING PARTNER | — |
| [ELIAS JON EDWARD](https://search.stillhousedata.com/person/830092) | MANAGING PARTNER; PARTNER | — |
| [VANDENBERG JR PETER](https://search.stillhousedata.com/person/830093) | PARTNER | — |
| [GERSHMAN DAVID AARON](https://search.stillhousedata.com/person/830094) | CHIEF COMPLIANCE OFFICER | — |
| [MORAN RICHARD HAROLD](https://search.stillhousedata.com/person/830095) | CHIEF FINANCIAL OFFICER | — |
| [WESTER FOREST TOMLINSON](https://search.stillhousedata.com/person/830096) | MANAGING PARTNER; PARTNER | — |
| [WILSON ANDREW RUSS](https://search.stillhousedata.com/person/830097) | MANAGING PARTNER; PARTNER | — |
| [ROGAN DANIEL FRANCIS](https://search.stillhousedata.com/person/831826) | CHIEF FINANCIAL OFFICER; VP OF FINANCE | — |
| [GROSS JORGE ALBERTO](https://search.stillhousedata.com/person/839291) | MANAGING PARTNER; PARTNER | — |
| [JERLES TODD VERNON](https://search.stillhousedata.com/person/845793) | CHIEF OPERATING OFFICER | — |
| [CONNELL BRIAN ROBERT](https://search.stillhousedata.com/person/875582) | PARTNER | — |
| [MIRHEYDAR AMIR ARDAVAN](https://search.stillhousedata.com/person/875583) | PARTNER | — |


## Private funds (19)

_Showing 15 of 19 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| TRIVEST RECOGNITION FUND, L.P. | Private Equity Fund | Delaware | 146 | $850.1M | $250K |
| TRIVEST FUND VI, L.P. | Private Equity Fund | Delaware | 141 | $745.8M | $250K |
| TRIVEST GROWTH INVESTMENT FUND II, L.P. | Private Equity Fund | Delaware | 141 | $678.0M | $250K |
| TRIVEST FUND VII, L.P. | Private Equity Fund | Delaware | 90 | $598.4M | $250K |
| TRIVEST GROWTH INVESTMENT FUND III, L.P. | Private Equity Fund | Delaware | 94 | $462.9M | $5.0M |
| TRIVEST DISCOVERY FUND II, L.P. | Private Equity Fund | Delaware | 80 | $447.8M | $250K |
| TRIVEST RECOGNITION FUND-A, L.P. | Private Equity Fund | Delaware | 49 | $388.9M | $250K |
| TRIVEST FUND VII-A, L.P. | Private Equity Fund | Delaware | 31 | $334.7M | $250K |
| TRIVEST DISCOVERY FUND, L.P. | Private Equity Fund | Delaware | 141 | $309.2M | $250K |
| TRIVEST FUND V, L.P. | Private Equity Fund | Delaware | 89 | $284.9M | $250K |
| TRIVEST GROWTH INVESTMENT FUND, L.P. | Private Equity Fund | Delaware | 76 | $230.8M | $250K |
| TRIVEST DISCOVERY FUND II-A, L.P. | Private Equity Fund | Delaware | 25 | $188.9M | $250K |
| TRIVEST GROWTH INVESTMENT FUND III-A, L.P. | Private Equity Fund | Delaware | 31 | $186.4M | $5.0M |
| TRF SAGEBRUSH CO-INVEST, L.P. | Private Equity Fund | Delaware | 4 | $63.1M | $5.0M |
| TRIVEST FUND VII-B, L.P. | Private Equity Fund | Delaware | 91 | $60.9M | $250K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| TORONTO | — | 0 | (305) 858-2200 |
| TORONTO | — | 0 | (305) 858-2200 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161432/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161432/similar
- Related entities: https://search.stillhousedata.com/firm/161432/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161432

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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.