Trivest Investment Advisors, Llc
- Regulatory AUM
- $6.0B
- Discretionary
- $6.0B
- Clients
- 19
- Avg AUM / client
- $316M
- Accounts
- 19
- Employees
- 100
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 19 | $6.0B | 100.0% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $5.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Trivest Fund Vi, L.P. | Private Equity Fund | Delaware | $1.1B | 141 |
| Trivest Recognition Fund, L.P. | Private Equity Fund | Delaware | $912M | 146 |
| Trivest Fund Vii, L.P. | Private Equity Fund | Delaware | $588M | 90 |
| Trivest Growth Investment Fund Ii, L.P. | Private Equity Fund | Delaware | $517M | 141 |
| Trivest Fund V, L.P. | Private Equity Fund | Delaware | $465M | 89 |
| Trivest Recognition Fund A, L.P. | Private Equity Fund | Delaware | $417M | 49 |
| Trivest Discovery Fund Ii, L.P. | Private Equity Fund | Delaware | $402M | 80 |
| Trivest Discovery Fund, L.P. | Private Equity Fund | Delaware | $336M | 141 |
| Trivest Fund Vii A, L.P. | Private Equity Fund | Delaware | $329M | 31 |
| Trivest Growth Investment Fund, L.P. | Private Equity Fund | Delaware | $266M | 76 |
| Trivest Discovery Fund Ii A, L.P. | Private Equity Fund | Delaware | $170M | 25 |
| Trivest Fund Vii B, L.P. | Private Equity Fund | Delaware | $59.9M | 91 |
| Trivest Recognition Fund B, L.P. | Private Equity Fund | Delaware | $59.6M | 69 |
| Trivest Discovery Fund Ii B, L.P. | Private Equity Fund | Delaware | $34.8M | 78 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gershman, David, Aaron | Chief Compliance Officer | Feb 2012 (15y) | 10% – 25% | |
| Templeton, Troy, David | Managing Partner | Feb 2012 (15y) | 10% – 25% | |
| Jerles, Todd, Vernon | Chief Operating Officer | Jan 2017 (10y) | Less than 5% | |
| Rogan, Daniel, Francis | Chief Financial Officer | Jan 2020 (7y) | Less than 5% | |
| Reynolds, Stephen, H | Partner | Dec 2021 (5y) | Less than 5% | |
| Connell, Brian, Robert | Partner | Jul 2022 (4y) | Less than 5% | |
| Mirheydar, Amir, Ardavan | Partner | Jul 2022 (4y) | Less than 5% | |
| Elias, Jon, Edward | Managing Partner | Jan 2023 (4y) | 10% – 25% | |
| Gross, Jorge, Alberto | Managing Partner | Jan 2023 (4y) | 10% – 25% | |
| Wester, Forest, Tomlinson | Managing Partner | Jan 2023 (4y) | 10% – 25% | |
| Wilson, Andrew, Russ | Managing Partner | Jan 2023 (4y) | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (14, $5.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Trivest Fund Vi, L.P. | Private Equity Fund | $1.1B | $250K | 141 |
| Trivest Recognition Fund, L.P. | Private Equity Fund | $912M | $250K | 146 |
| Trivest Fund Vii, L.P. | Private Equity Fund | $588M | $250K | 90 |
| Trivest Growth Investment Fund Ii, L.P. | Private Equity Fund | $517M | $250K | 141 |
| Trivest Fund V, L.P. | Private Equity Fund | $465M | $250K | 89 |
| Trivest Recognition Fund A, L.P. | Private Equity Fund | $417M | $250K | 49 |
| Trivest Discovery Fund Ii, L.P. | Private Equity Fund | $402M | $250K | 80 |
| Trivest Discovery Fund, L.P. | Private Equity Fund | $336M | $250K | 141 |
| Trivest Fund Vii A, L.P. | Private Equity Fund | $329M | $250K | 31 |
| Trivest Growth Investment Fund, L.P. | Private Equity Fund | $266M | $250K | 76 |
| Trivest Discovery Fund Ii A, L.P. | Private Equity Fund | $170M | $250K | 25 |
| Trivest Fund Vii B, L.P. | Private Equity Fund | $59.9M | $250K | 91 |
| Trivest Recognition Fund B, L.P. | Private Equity Fund | $59.6M | $250K | 69 |
| Trivest Discovery Fund Ii B, L.P. | Private Equity Fund | $34.8M | $250K | 78 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 6.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗