# Trivant Custom Portfolio Group

Trivant Custom Portfolio Group is an Asset Manager based in San Diego, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** Wilmington, DE, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/trivant

## Regulatory record

- **CRD number:** 129803
- **SEC file number:** 801-117351
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129803

## About

We are on your side. We believe that each client is unique and not a mere “number.” Our firm exists for your investment success and we strive for perfection. Your investment portfolio solely reflects what is important to you and in your best interests. We have never set out to be the biggest firm out there, but rather to be the best firm out there. Welcome to TriVant.

## Questions

### How does Trivant Custom Portfolio Group construct client portfolios?

Trivant constructs portfolios using individual stocks and bonds rather than mutual funds or ETFs. Each account is managed on a discretionary basis, with equity selections concentrated in U.S. large-cap names and fixed income focused on investment-grade municipal and corporate bonds. The firm does not allocate to private funds, alternatives, or derivatives, per its Form ADV filed with the SEC.

### Does Trivant participate in fund commitments or private investments?

No. Trivant's public filings state that it does not recommend or invest in private funds, pooled investment vehicles, or alternative assets. The firm's mandate is confined to publicly traded equities and fixed-income instruments.

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Last updated: 2026-06-03T20:00:00.000Z

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