TRIVIUM POINT ADVISORY, LLC is a WESTPORT, Connecticut based financial advisory firm with nearly $716,160,443 in assets under management and provides investment advisory services for 938 clients. There are currently 39 financial advisors at the firm.
General Information |
| Firm CRD#: | 292182 | |
| SEC#: | 801-112426 | |
| Assets under Management: | $716,160,443 | |
| No. of Clients: | 938 | |
| No. of Advisors: | 39 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| NEW EDGE WEALTH | 307771 | 801-118291 | 9457 | 115 | $8,610,405,100 |
| BAXTER INVESTMENT MANAGEMENT | 106548 | 801-1939 | 985 | 7 | $915,112,236 |
| AXA INVESTMENT MANAGERS US INC | 113608 | 801-60374 | 253 | 182 | $90,193,021,028 |
| TWEEDY, BROWNE COMPANY LLC | 6857 | 801-10669 | 242 | 42 | $8,867,067,430 |
| EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | 801-77721 | 88 | 62 | $9,264,598,353 |
| GREENBRIAR EQUITY GROUP | 157475 | 801-73925 | 18 | 39 | $8,632,065,097 |
| SARISSA CAPITAL MANAGEMENT LP | 167244 | 801-77926 | 10 | 10 | $926,987,169 |
| CRUISER CAPITAL ADVISORS, LLC | 168739 | 801-78442 | 9 | 2 | $91,049,240 |
| GRANITE STATE CAPITAL MANAGEMENT, LP | 284888 | 801-108273 | 9 | 7 | $877,829,278 |
| ARDSLEY PARTNERS | 301116 | 801-114966 | 8 | 13 | $869,605,434 |
| IRONWOOD CAPITAL ADVISORS LLC | 321642 | 801-125824 | 6 | 16 | $880,414,196 |
| GOODNOW INVESTMENT GROUP LLC | 136792 | 801-65135 | 6 | 8 | $878,964,579 |
| ASTATINE INVESTMENT PARTNERS | 311095 | 801-119855 | 5 | 25 | $920,255,116 |
| CANNAE PORTFOLIO ADVISORS, LLC | 310606 | 801-119937 | 5 | 13 | $863,521,000 |
| Z2 INVESTMENT MANAGEMENT, LP | 323514 | 801-128099 | 3 | 8 | $859,579,074 |