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| Trivium Point Advisory LLC
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| CRD # | 292182 |
| SEC # | 801-112426 |
| CIK # | 0001766564 |
| AUM | 1,627.2 M (2026-03-06) |
| Employees | 38 (32% Investors, 34% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-221-3085 |
| Address | 40 Danbury Road Wilton, CT 06897 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001766564 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Spotify Technology Sa | 48.0 | ||
| Nvidia Corp | 29.8 | ||
| Alphabet Inc | 21.0 | ||
| Apple Inc | 20.5 | ||
| Microsoft Corp | 16.1 | ||
| Amazon Com Inc | 12.5 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Wal Mart Stores Inc | 6.9 | ||
| Mastec Inc | 6.4 | ||
| Facebook Inc | 6.4 | ||
| Broadcom Inc | 6.2 | ||
| Tesla Motors Inc | 6.2 | ||
| Mastercard Inc | 6.1 | ||
| Coupang Inc | 5.6 | ||
| Costco Wholesale Corp /NEW | 5.2 | ||
| Alphabet Inc | 4.6 | ||
| Metropcs Communications Inc | 4.5 | ||
| McDonalds Corp | 4.0 | ||
| Visa Inc | 4.0 | ||
| Williams Companies Inc | 4.0 | ||
| Quanta Services Inc | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 467 | 146.6 |
| (b) Individuals (high net worth individuals) | 319 | 1,298.3 |
| (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 | 62 | 171.3 |
| (h) Charitable organizations | 2 | 4.7 |
| (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 | 0 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,348 | 1,627.2 |
| By Discretionary | ||
| Discretionary | 2,284 | 1,455.9 |
| Non-Discretionary | 64 | 171.3 |
| Total | 2,348 | 1,627.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 1,623.1 | |
| Total | 2,348 | 1,627.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766564] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pathway Financial Advisors LLC
✚
|
VT | 1,649.2 M |
|
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✚
|
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|
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OK | 1,632.6 M |
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Wealhouse Capital Limited Partnership
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1,628.0 M | |
|
L Roy PAPP & Associates LLP
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AZ | 1,621.8 M |
|
Islandbridge Capital Limited
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1,617.4 M | |
|
Global Strategic Investment Solutions LLC
✚
|
AZ | 1,609.5 M |
|
NBT Capital Management Inc
✚
|
NY | 1,608.5 M |
|
Bouchey Financial Group Ltd
✚
|
NY | 1,606.5 M |
|
Tanager Wealth Management LLP
✚
|
1,604.4 M |