Triavera Capital LLC

Fee-Only (% of Portfolio)

Triavera Capital manages investments for two private funds. Triavera's investment strategy focuses on developed markets and equity securities, aiming for long-term, risk-adjusted returns. Triavera does not provide individualized investment advice to investors in the Funds, so investors should consider whether the Funds meet their investment objectives, risk tolerance, and financial situation.

Assets Under Management$200M
Clients2
AdvisorsN/A
Avg. per Client$99M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

Triavera Capital manages investments for private funds and charges a quarterly management fee of 0.375% of the value of each investor’s capital account (1.5% annually). Triavera may waive or reduce the management fee for certain investors. Triavera Capital SLP, LP, an affiliate, may receive a performance allocation based on net profits.

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Triavera Capital LLC | TrueAdvisor