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Tricord Advisors
TRICORD ADVISORS, INC. is an SEC-registered investment adviser in Riverside, CA, registered since 2018. The firm manages approximately $432 million in...
Tricord Advisors
TRICORD ADVISORS, INC. is an SEC-registered investment adviser in Riverside, CA, registered since 2018. The firm manages approximately $432 million in regulatory assets. It has 5 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Tricord Advisors a single-family office or an RIA?
Tricord Advisors is registered with the SEC as a Registered Investment Advisor (RIA), suggesting it operates more like a multi-family office or wealth management firm than a single-family office. It provides fiduciary advisory services to outside clients.
What investment services does Tricord Advisors offer?
As an RIA, Tricord Advisors likely offers portfolio management, financial planning, and asset allocation guidance. The firm is subject to fiduciary standards under the Investment Advisers Act of 1940, which requires it to act in clients' best interests.
Does Tricord Advisors make direct private investments?
There is no public indication that Tricord Advisors engages in direct private equity or venture capital investments. Its registered RIA status suggests a focus on advisory and management of client portfolios rather than proprietary deal-making.
Who are the key principals at Tricord Advisors?
The names of principals or investment professionals at Tricord Advisors are not publicly available. The firm does not disclose team members on its SEC filing or other accessible records.
What is the minimum investment threshold to work with Tricord Advisors?
Minimum investment requirements are not disclosed by Tricord Advisors. As an RIA serving high-net-worth families, the firm likely sets its own account minimums based on client circumstances.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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