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| Trifecta Capital Advisors LLC
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|---|---|
| CRD # | 317391 |
| SEC # | 801-123043 |
| CIK # | 0001962615 |
| AUM | 927.4 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 847-495-2464 |
| Address | 400 Skokie Blvd Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 42.3 | ||
| Apple Inc | 29.8 | ||
| Amazon Com Inc | 27.2 | ||
| Microsoft Corp | 26.8 | ||
| Lilly Eli & Co | 23.6 | ||
| Alphabet Inc | 21.5 | ||
| Caterpillar Inc | 17.9 | ||
| Costco Wholesale Corp /NEW | 17.3 | ||
| Broadcom Inc | 14.5 | ||
| Facebook Inc | 13.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 20.4 |
| (b) Individuals (high net worth individuals) | 114 | 904.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 504 | 927.4 |
| By Discretionary | ||
| Discretionary | 504 | 927.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 504 | 927.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 927.4 | |
| Total | 504 | 927.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962615] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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