Trifecta Capital Advisors, LLC
● SEC registered since 2022CRD 317391SEC# 801-123043Northbrook, IL
Reg. AUM
$927.4M
Employees
3
Accounts
504
Location
Northbrook, IL
Trifecta Capital Advisors, LLC assets under management
Trifecta Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Northbrook, IL. The firm has been registered since 2022. It reports $927.4 million in regulatory assets under management and employs 3 people.
Trifecta Capital Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Brent Berman Control | Managing Member | 25-50% | 2021 |
| Paul A. Tromp Control | Managing Member | 25-50% | 2021 |
| Susan G Oleari Control | Managing Member, Cco | 25-50% | 2021 |
Frequently asked questions
How much does Trifecta Capital Advisors, LLC manage?
Trifecta Capital Advisors, LLC reports $927.4 million in regulatory assets under management on its Form ADV.
How many employees does Trifecta Capital Advisors, LLC have?
Trifecta Capital Advisors, LLC reports 3 employees.
Where is Trifecta Capital Advisors, LLC located?
Trifecta Capital Advisors, LLC is based in Northbrook, IL and has been SEC-registered since 2022.
Does Trifecta Capital Advisors, LLC disclose fund performance?
Trifecta Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Skokie Blvd, Suite 455, Northbrook, IL 60062 |
| Phone | 1-847-495-2464 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$927.4M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$927.4Mregulatory AUM
Discretionary $927.4M