Trivium Point Advisory, LLC
● SEC registered since 2018CRD 292182SEC# 801-112426Wilton, CT
Reg. AUM
$1.63B
Employees
38
Accounts
2,348
Location
Wilton, CT
Trivium Point Advisory, LLC assets under management
Trivium Point Advisory, LLC operates as an SEC-registered investment adviser based in Wilton, CT. The firm has been registered since 2018. It reports $1.6 billion in regulatory assets under management and employs 38 people.
Trivium Point Advisory, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Robert Gerhard Control | Managing Partner, Chief Compliance Officer | Under 5% | 2023 |
| Ron Andrew Pac Control | Managing Partner | Under 5% | 2023 |
| Trivium Point Financial Holdings, LLC Control | Managing Member | Over 75% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Trivium Point Advisory, LLC manage?
Trivium Point Advisory, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Trivium Point Advisory, LLC have?
Trivium Point Advisory, LLC reports 38 employees.
Where is Trivium Point Advisory, LLC located?
Trivium Point Advisory, LLC is based in Wilton, CT and has been SEC-registered since 2018.
Does Trivium Point Advisory, LLC disclose fund performance?
Trivium Point Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 Danbury Road, Suite 301, Wilton, CT 06897 |
| Phone | (203) 221-3085 |
| Fax | (203) 221-3087 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1766564 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.63B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.63Bregulatory AUM
Discretionary $1.46BNon-discretionary $171.3M