Trivant Custom Portfolio Group LLC
● SEC registered since 2019CRD 129803SEC# 801-117351San Diego, CA
Reg. AUM
$239.4M
Employees
5
Accounts
482
Location
San Diego, CA
Trivant Custom Portfolio Group LLC assets under management
Trivant Custom Portfolio Group LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2019. It reports $239.4 million in regulatory assets under management and employs 5 people.
Trivant Custom Portfolio Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Mark Laimon Control | Managing Member | 25-50% | 2003 |
| John Bruce Barber Control | Chief Investment Officer/Chief Compliance Officer | 25-50% | 2003 |
| Michael Carl Harris Control | Vice President | 25-50% | 2016 |
Frequently asked questions
How much does Trivant Custom Portfolio Group LLC manage?
Trivant Custom Portfolio Group LLC reports $239.4 million in regulatory assets under management on its Form ADV.
How many employees does Trivant Custom Portfolio Group LLC have?
Trivant Custom Portfolio Group LLC reports 5 employees.
Where is Trivant Custom Portfolio Group LLC located?
Trivant Custom Portfolio Group LLC is based in San Diego, CA and has been SEC-registered since 2019.
Does Trivant Custom Portfolio Group LLC disclose fund performance?
Trivant Custom Portfolio Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 W Broadway, Suite 225, San Diego, CA 92101 |
| Phone | 619-286-3930 |
| Fax | 619-330-1822 |
| Office hours | 8:30 A.M To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1977992 |
| Discloses disciplinary history | No |
Regulatory AUM
$239.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$239.4Mregulatory AUM
Discretionary $239.4M