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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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