TRIVE CAPITAL MANAGEMENT LLC
Latest filing: Mar 28, 2025 (113 days ago)
AUM
$8,566,242,476
27% change vs. 1 year ago
107% change vs. 3 years ago
364% change vs. 5 years ago
2361% change vs. 10 years ago
Employee Count
83
17% change vs. 1 year ago
98% change vs. 3 years ago
152% change vs. 5 years ago
592% change vs. 10 years ago
Main Office
DALLAS, TX
2021 MCKINNEY AVENUE, DALLAS, TX, UNITED STATES, 75201
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $8.6 |
| Non-Discretionary | $0.0 |
| Total | $8.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $8.6 |
| Institutional | $0.0 |
| Total | $8.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TRIVE AFFILIATED COINVESTORS I GP LLC | $0.0 | - | |
| TRIVE TERRAMAR MANAGEMENT LLC | $0.0 | - | |
| TRIVE CAPITAL FUND III GP LLC | $0.0 | - | |
| VELD CAPITAL LIMITED | $0.0 | 323522 | |
| TRIVE CAPITAL FUND II GP LLC | $0.0 | - | |
| TCFI CP ACQUISITION PARTNERS GP LLC | $0.0 | - | |
| TRIVE CAPITAL FUND II GP (OFFSHORE) LLC | $0.0 | - | |
| TRIVE AFFILIATED COINVESTORS II GP LLC | $0.0 | - | |
| TRIVE CAPITAL FUND I GP LLC | $0.0 | - | |
| TRIVE CAPITAL FUND I GP (OFFSHORE) LLC | $0.0 | - | |
| TRIVE CAPITAL FUND IV GP LLC | $0.0 | - | |
| TRIVE MOCKINGBIRD CREDIT PARTNERS GP LLC | $0.0 | - | |
| TRIVE STRUCTURED CAPITAL FUND I GP LLC | $0.0 | - | |
| TRIVE STRUCTURED CAPITAL PARTNERS FUND II GP LLC | $0.0 | - | |
| TRIVE CAPITAL FUND V GP LLC | $0.0 | - | |
| OWL CO-INVEST OPPORTUNITY GP LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| ZUGARO, CHRISTOPHER | LIMITED PARTNER, PARTNER |
| NUNNALEY, JONATHAN, ALBERT | CHIEF COMPLIANCE OFFICER |
| STINNETT, DAVID, MATHIAS | PARTNER |
| YOOST, STEPHEN, MICHAEL | PARTNER & CHIEF OPERATING OFFICER |
| BONNER, BLAKE, MCFARLANE | PARTNER |
| SEARCY, MICHAEL, CONNER | TRUSTEE, MANAGING PARTNER |
| WHITENER, KIMBERLY, MARIE | CHIEF FINANCIAL OFFICER |
| JOHNSTON, JAMES, TREVOR | GENERAL COUNSEL |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $8.6 | $0.0 | 0% | 83 | 0 | 0% |
| 2025-04-21 | $8.6 | $0.0 | 0% | 83 | 0 | 0% |
| 2024-04-02 | $6.7 | $1.8 | 27% | 71 | 12 | 17% |
| 2023-04-04 | $4.7 | $3.8 | 81% | 60 | 23 | 38% |
| 2022-04-01 | $4.1 | $4.4 | 107% | 42 | 41 | 98% |
| 2021-04-05 | $2.4 | $6.1 | 252% | 42 | 41 | 98% |
| 2020-04-01 | $1.8 | $6.7 | 364% | 33 | 50 | 152% |
| 2019-04-01 | $2.3 | $6.3 | 277% | 26 | 57 | 219% |
| 2018-04-02 | $2.1 | $6.4 | 304% | 19 | 64 | 337% |
| 2017-04-01 | $1.2 | $7.4 | 628% | 18 | 65 | 361% |
| 2016-04-01 | $1.0 | $7.6 | 801% | 14 | 69 | 493% |
| 2015-04-01 | $0.3 | $8.2 | 2361% | 12 | 71 | 592% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, TX-03/28/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV