TRIVENI CAPITAL INVESTMENTS LP

107 Elm St
10th Floor
Stamford, Connecticut 06902
Tel: 203-902-4259

About TRIVENI CAPITAL INVESTMENTS LP

TRIVENI CAPITAL INVESTMENTS LP, formally registered with the SEC as TRIVENI CAPITAL INVESTMENTS LP. The firm was established in 05/31/2023. They have over 2 offices throughout the country.

TRIVENI CAPITAL INVESTMENTS LP is a Stamford, Connecticut based Financial Planning firm with nearly $201,052,081 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325802
SEC#	801-128102
Assets Managed by Firm	$201,052,081
No. of Clients	6
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$201,052,081

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