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TRIVE CAPITAL MANAGEMENT LLC

CRD 166910File 801-80036
APPROVED
Custody
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.00B
Top 10% of cohort (national)
Discretionary AUM
$8.00B
Clients
19
19 accounts
Employees
87
Top 10% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Jul 10, 2014
Principal office
2021 MCKINNEY AVENUE, SUITE 1200, DALLAS, TX, 75201
Phone
214-499-9715

Assets & accounts

ADV Item 5F
Total regulatory AUM
$8.00B
Discretionary AUM
$8.00B
Non-discretionary AUM
$0
Discretionary accounts
19
Non-discretionary accounts
0
Total accounts
19
AUM per client
$421.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles19$8.00B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.