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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) |
| Fees | |
| Minimum | |
| Phone | 847-495-2464 |
| Address | 400 Skokie Blvd Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001962615 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Palo Alto Networks Inc | 11.3 | ||
| Goldman Sachs Group Inc | 11.2 | ||
| Palantir Technologies Inc | 10.0 | ||
| Morgan Stanley | 9.8 | ||
| AbbVie Inc | 8.9 | ||
| CrowdStrike Holdings Inc | 8.8 | ||
| Lam Research Corp | 8.6 | ||
| Uber Technologies Inc | 8.3 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Visa Inc | 8.3 | ||
| Eaton Corp Ltd | 7.9 | ||
| TJX Companies Inc /DE/ | 7.5 | ||
| Vertex Pharmaceuticals Inc / Ma | 7.5 | ||
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| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
CA | 930.1 M |
|
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DE | 928.4 M |
|
Glass Jacobson Investment Advisors LLC
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|
MD | 928.0 M |
|
Statheros Financial Solutions Inc
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|
CA | 926.2 M |
|
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|
CO | 926.1 M |