# TRIFECTA CAPITAL ADVISORS, LLC

TRIFECTA CAPITAL ADVISORS, LLC of NORTHBROOK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 317391
- Type: SEC-registered investment adviser
- SEC file number: 801-123043
- Location: 400 SKOKIE BLVD, SUITE 455, NORTHBROOK, IL, 60062
- Phone: 1-847-495-2464
- Latest filing: 2026-03-26
- Regulatory AUM: $927.4M
- Discretionary AUM: $927.4M
- Clients: 3
- Accounts: 504

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Susan G Oleari | MANAGING MEMBER, CCO | — |
| Paul A Tromp | MANAGING MEMBER | — |
| Jeffrey Brent Berman | MANAGING MEMBER | — |
| OLEARI SUSAN G | MANAGING MEMBER, CCO | — |
| TROMP PAUL A | MANAGING MEMBER | — |
| BERMAN JEFFREY BRENT | MANAGING MEMBER | — |
| Paul A. Tromp | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317391/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317391/similar
- Related entities: https://search.stillhousedata.com/firm/317391/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317391

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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.