Trivium Capital Partners, LLC

Fee-Only (% of Portfolio)

Trivium Capital Partners manages private real estate funds, including Trivium Opportunity Zone Fund I, LLC. They aim to acquire income-producing properties and develop projects in strategic locations, focusing on minimizing risk and maximizing income for investors. They identify and screen potential properties, conduct due diligence, and monitor investments. They do not tailor advisory services to individual investors within the fund.

Assets Under Management$7.3M
Clients1
Advisors1
Avg. per Client$7.3M
Avg. per Advisor$7.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual service fee of 2% on capital commitments, paid monthly in arrears. Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm