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| Happy Holidays!! thanks for using AUM13F!! |
| Trivium Point Advisory LLC
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| CRD # | 292182 |
| SEC # | 801-112426 |
| CIK # | 0001766564 |
| AUM | $1.5 B (2025-03-28) |
| Employees | 35 (66% Investors, 40% Brokers) |
| Phone | 203-221-3085 |
| Address | 315 Post Road West Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001766564 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Spotify Technology Sa | 75.9 | ||
| Nvidia Corp | 35.2 | ||
| Microsoft Corp | 31.3 | ||
| Amazon Com Inc | 21.1 | ||
| Apple Inc | 20.7 | ||
| Alphabet Inc | 15.1 | ||
| Oracle Corp | 11.7 | ||
| J P Morgan Chase & Co | 11.1 | ||
| Williams Companies Inc | 9.6 | ||
| Mastercard Inc | 9.3 | ||
| VISA Inc | 9.1 | ||
| Coupang Inc | 8.9 | ||
| American Capital Agency Corp | 8.8 | ||
| Cheniere Energy Inc | 8.6 | ||
| Alphabet Inc | 8.5 | ||
| SPDR Gold Trust | 8.2 | ||
| Facebook Inc | 7.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 761 | 215.2 |
| (b) Individuals (high net worth individuals) | 290 | 1,136.8 |
| (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 | 61 | 135.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,177 | 1,487.6 |
| By Discretionary | ||
| Discretionary | 1,394 | 911.8 |
| Non-Discretionary | 1,783 | 575.8 |
| Total | 3,177 | 1,487.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,487.6 | |
| Total | 3,177 | 1,487.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766564] |
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