TRIVEST INVESTMENT ADVISORS, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 161432). Regulatory assets under management: $6.0B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Andrew Russ Wilson | MANAGING PARTNER | Coral Gables, FL |
| Forest Tomlinson Wester | MANAGING PARTNER | Coral Gables, FL |
| Amir Ardavan Mirheydar | PARTNER | Coral Gables, FL |
| Brian Robert Connell | PARTNER | Coral Gables, FL |
| Todd Vernon Jerles | PARTNER, OPERATIONS | Coral Gables, FL |
| Jon Edward Elias | MANAGING PARTNER | — |
| David Aaron Gershman | MANAGING PARTNER & GENERAL COUNSEL | — |
| Daniel Francis Rogan | CHIEF FINANCIAL OFFICER | — |
| Jorge Alberto Gross | MANAGING PARTNER | — |
| Stephen H Reynolds | PARTNER | — |
| Sonia Maria Lopez | CHIEF COMPLIANCE OFFICER | — |
| REYNOLDS STEVE H | PARTNER | — |
| TEMPLETON TROY DAVID | MANAGING PARTNER | — |
| ELIAS JON EDWARD | MANAGING PARTNER; PARTNER | — |
| VANDENBERG JR PETER | PARTNER | — |
| GERSHMAN DAVID AARON | CHIEF COMPLIANCE OFFICER | — |
| MORAN RICHARD HAROLD | CHIEF FINANCIAL OFFICER | — |
| WESTER FOREST TOMLINSON | MANAGING PARTNER; PARTNER | — |
| WILSON ANDREW RUSS | MANAGING PARTNER; PARTNER | — |
| ROGAN DANIEL FRANCIS | CHIEF FINANCIAL OFFICER; VP OF FINANCE | — |
| GROSS JORGE ALBERTO | MANAGING PARTNER; PARTNER | — |
| JERLES TODD VERNON | CHIEF OPERATING OFFICER | — |
| CONNELL BRIAN ROBERT | PARTNER | — |
| MIRHEYDAR AMIR ARDAVAN | PARTNER | — |
Showing 15 of 19 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | 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 |
| City | State | Employees | Phone |
|---|---|---|---|
| TORONTO | — | 0 | (305) 858-2200 |
| TORONTO | — | 0 | (305) 858-2200 |