TRIFECTA CAPITAL ADVISORS, LLC of NORTHBROOK, IL is an SEC-registered investment adviser (CRD 317391). Regulatory assets under management: $927.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |