# TRIVIUM POINT ADVISORY, LLC

TRIVIUM POINT ADVISORY, LLC of WILTON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 292182
- Type: SEC-registered investment adviser
- SEC file number: 801-112426
- Location: 40 DANBURY ROAD, SUITE 301, WILTON, CT, 06897
- Phone: (203) 221-3085
- Latest filing: 2026-03-06
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $171.3M
- Clients: 38
- Accounts: 2,348

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Ron Andrew Pac | MANAGING PARTNER | — |
| George Robert Gerhard | MANAGING PARTNER; MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | — |
| LAHAISE JESSICA E | CHIEF COMPLIANCE OFFICER; OWNER | — |
| ROBERTSON CAROL ANN | CHIEF COMPLIANCE OFFICER | — |
| RAWISZER LEE SCOTT | MANAGING PARTNER; OWNER | — |
| HALPER DAVID GRAD | MANAGING PARTNER; OWNER | — |
| VOLPE PAUL ROBERT | MANAGING PRINCIPAL | — |
| PAC RON ANDREW | MANAGING PARTNER | — |
| GERHARD GEORGE ROBERT | MANAGING PARTNER; MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292182/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292182/similar
- Related entities: https://search.stillhousedata.com/firm/292182/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292182

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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.