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Type	Result	AUM ($B)

Trivest Discovery Fund II-B LP
Firm	Trivest Investment Advisors LLC ✚
Fund #	805-9878256755
CIK #
Sale
Fund	Private Equity Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Trivest Discovery Partners II GP LP, Forest T Wester, Jorge A Gross Jr, A Russ Wilson, Brian Robert Connell, Amir Ardavan Mirheydar, Troy D Templeton, David Gershman, Todd Vernon Jerles, Stephen Hugh Reynolds, Jon E Elias
Custodian	Silicon Valley Bank
Auditor	Grant Thornton LLP
Marketer	Shannon Advisors LLC
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Gam24 LLC ✚		0.0
Welara Asset Management LLC ✚		0.0
Complete Financial Planning Inc ✚		0.0
Sound & Secure Advisors LLC ✚		0.0
Agilis Partners LLC ✚		0.0
Soloman Hill I LLC ✚		0.0
Future Perfect Planning LLC ✚		0.0
Neo-Criterion Capital Limited ✚		0.0
Guide Wealth Management LLC ✚		0.0
International Financial Planning LLC ✚		0.0

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