Trivest Investment Advisors
Private Equity SEC-registered adviser
Legal name: Trivest Investment Advisors, LLC
AUM
$6.0B
Regulatory AUM
Private funds
19
Private Equity 19
Private fund assets
$6.0B
Gross asset value
Employees
100
Last Form D raise
Mar 2025
Most recent fund filing
From SEC Form ADV filing (filed May 5, 2026). View on SEC
People(9)
Owners and executive officers named on the firm's SEC Form ADV.
A
D
F
J
J
T
Funds(19)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Trivest Growth Investment Fund Iii-B, L.P. | Private Equity | $42.0M | — | — | Mar 2025 | Cool |
| Trf Sagebrush Co-Invest, L.P. | Private Equity | $63.1M | — | — | Nov 2024 | Cool |
| Trivest Growth Investment Fund III, L.P. | Private Equity | $462.9M | — | — | Sep 2024 | Cold |
| Trivest Growth Investment Fund Iii-A, L.P. | Private Equity | $186.4M | — | — | Sep 2024 | Cold |
| Trivest Bright Co-Invest, L.P. | Private Equity | $44.3M | — | — | Apr 2024 | Cold |
| Trivest Recognition Fund, L.P. | Private Equity | $850.1M | — | — | Dec 2022 | Cold |
| Trivest Recognition Fund-A, L.P. | Private Equity | $388.9M | — | — | Dec 2022 | Cold |
| Trivest Recognition Fund-B, L.P. | Private Equity | $55.4M | — | — | Dec 2022 | Cold |
| Trivest Fund VII, L.P. | Private Equity | $598.4M | — | — | Apr 2022 | Cold |
| Trivest Discovery Fund II, L.P. | Private Equity | $447.8M | — | — | Apr 2022 | Cold |
| Trivest Fund Vii-A, L.P. | Private Equity | $334.7M | — | — | Apr 2022 | Cold |
| Trivest Discovery Fund Ii-A, L.P. | Private Equity | $188.9M | — | — | Apr 2022 | Cold |
| Trivest Fund Vii-B, L.P. | Private Equity | $60.9M | — | — | Apr 2022 | Cold |
| Trivest Growth Investment Fund II, L.P. | Private Equity | $678.0M | — | — | Dec 2019 | Cold |
| Trivest Discovery Fund, L.P. | Private Equity | $309.2M | — | — | Dec 2019 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 161432
- SEC file number
- 801-74049
Sources
- SEC Form ADV Oct 14, 2026