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CRD 161432
CORAL GABLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TRIVEST FUND VI, L.P. | Private Equity Fund | $1.1B | Jul 23, 2024 | 141 | Mar 30, 2018 | reported | 021-295216 |
| TRIVEST RECOGNITION FUND, L.P. | Private Equity Fund | $912M | Jul 23, 2024 | 146 | Mar 31, 2023 | reported | 021-466711 |
| TRIVEST FUND VII, L.P. | Private Equity Fund | $588M | Jul 23, 2024 | 90 | Mar 31, 2023 | reported | 021-442167 |
| TRIVEST GROWTH INVESTMENT FUND II, L.P. | Private Equity Fund | $517M | Jul 23, 2024 | 141 | Mar 30, 2020 | reported | 021-356557 |
| TRIVEST FUND V, L.P. | Private Equity Fund | $465M | Jul 23, 2024 | 89 | Apr 1, 2013 | reported | 021-181227 |
| TRIVEST RECOGNITION FUND-A, L.P. | Private Equity Fund | $417M | Jul 23, 2024 | 49 | Mar 31, 2023 | reported | 021-466713 |
| TRIVEST DISCOVERY FUND II, L.P. | Private Equity Fund | $402M | Jul 23, 2024 | 80 | Mar 31, 2023 | reported | 021-442175 |
| TRIVEST DISCOVERY FUND, L.P. | Private Equity Fund | $336M | Jul 23, 2024 | 141 | Mar 30, 2020 | reported | 021-356558 |
| TRIVEST FUND VII-A, L.P. | Private Equity Fund | $329M | Jul 23, 2024 | 31 | Mar 31, 2023 | reported | 021-442168 |
| TRIVEST GROWTH INVESTMENT FUND, L.P. | Private Equity Fund | $266M | Jul 23, 2024 | 76 | Mar 30, 2017 | reported | 021-261947 |
| TRIVEST DISCOVERY FUND II-A, L.P. | Private Equity Fund | $170M | Jul 23, 2024 | 25 | Mar 31, 2023 | reported | 021-442177 |
| TRIVEST FUND VII-B, L.P. | Private Equity Fund | $59.9M | Jul 23, 2024 | 91 | Mar 31, 2023 | reported | 021-442172 |
| TRIVEST RECOGNITION FUND-B, L.P. | Private Equity Fund | $59.6M | Jul 23, 2024 | 69 | Mar 31, 2023 | reported | 021-466714 |
| TRIVEST FUND III, L.P. | Private Equity Fund | $58.8M | Mar 30, 2018 | 36 | Feb 14, 2012 | dropped | n/a |
| TRIVEST FUND IV, L.P. | Private Equity Fund | $54.0M | May 15, 2020 | 84 | Feb 14, 2012 | dropped | 021-118181 |
| TRIVEST DISCOVERY FUND II-B, L.P. | Private Equity Fund | $34.8M | Jul 23, 2024 | 78 | Mar 31, 2023 | reported | 021-42185 |
| TRIVEST HOSPITAL HOLDINGS, L.P. | Private Equity Fund | $27.7M | Apr 1, 2013 | 5 | Feb 14, 2012 | dropped | n/a |
| TRIVEST FUND IV-A, L.P. | Private Equity Fund | $1.6M | May 15, 2020 | 19 | Feb 14, 2012 | dropped | 021-118180 |
| TRIVEST FUND CAYMAN III, L.P. | Private Equity Fund | $1.6M | Mar 30, 2018 | 6 | Feb 14, 2012 | dropped | n/a |
| TRIVEST EQUITY PARTNERS III, L.P. | Private Equity Fund | $1.5M | Mar 30, 2018 | 23 | Feb 14, 2012 | dropped | n/a |
| HAZMASTERS INVESTORS, L.P. | Private Equity Fund | $0 | Mar 30, 2016 | 103 | Feb 14, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CONNELL, BRIAN, ROBERT | Partner | Na | yes | 07/2022 | Mar 31, 2023 | Jul 23, 2024 |
| ELIAS, JON, EDWARD | MANAGING PARTNER | B | yes | 01/2023 | Feb 14, 2012 | Jul 23, 2024 |
| GERSHMAN, DAVID, AARON | CHIEF COMPLIANCE OFFICER | B | yes | 02/2012 | Feb 14, 2012 | Jul 23, 2024 |
| GROSS, JORGE, ALBERTO | MANAGING PARTNER | B | yes | 01/2023 | Mar 30, 2016 | Jul 23, 2024 |
| JERLES, TODD, VERNON | CHIEF OPERATING OFFICER | Na | yes | 01/2017 | Mar 30, 2017 | Jul 23, 2024 |
| MIRHEYDAR, AMIR, ARDAVAN | Partner | Na | yes | 07/2022 | Mar 31, 2023 | Jul 23, 2024 |
| REYNOLDS, STEPHEN, H | Partner | Na | yes | 12/2021 | Mar 31, 2022 | Jul 23, 2024 |
| ROGAN, DANIEL, FRANCIS | CHIEF FINANCIAL OFFICER | Na | yes | 01/2020 | May 28, 2014 | Jul 23, 2024 |
| TEMPLETON, TROY, DAVID | MANAGING PARTNER | B | yes | 02/2012 | Feb 14, 2012 | Jul 23, 2024 |
| WESTER, FOREST, TOMLINSON | MANAGING PARTNER | B | yes | 01/2023 | Apr 1, 2013 | Jul 23, 2024 |
| WILSON, ANDREW, RUSS | MANAGING PARTNER | B | yes | 01/2023 | Apr 1, 2013 | Jul 23, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TRIVEST DISCOVERY PARTNERS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRIVEST DISCOVERY PARTNERS II GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| TRIVEST GROWTH PARTNERS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRIVEST GROWTH PARTNERS II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRIVEST PARTNERS V GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRIVEST PARTNERS VI GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRIVEST PARTNERS VII GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| TRIVEST RECOGNITION PARTNERS GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $6.0B | $6.0B | 100 | 73 | 1 | 19 | n/a |
| 2024 | Mar 31, 2025 | $5.9B | $5.9B | 93 | 66 | 0 | 19 | n/a |
| 2023 | Mar 29, 2024 | $5.6B | $5.6B | 86 | 45 | 0 | 14 | $5.6B |
| 2022 | Mar 31, 2023 | $4.7B | $4.7B | 66 | 45 | 0 | 14 | $4.7B |
| 2021 | Mar 31, 2022 | $2.3B | $2.3B | 52 | 38 | 0 | 5 | $2.3B |
| 2020 | Mar 31, 2021 | $2.4B | $2.4B | 45 | 32 | 0 | 5 | $2.4B |
| 2019 | Mar 30, 2020 | $2.2B | $2.2B | 36 | 26 | 0 | 7 | $2.2B |
| 2018 | Mar 31, 2019 | $1.4B | $1.4B | 24 | 20 | 0 | 5 | $1.4B |
| 2017 | Mar 30, 2018 | $1.7B | $1.7B | 23 | 18 | 0 | 8 | $1.7B |
| 2016 | Mar 30, 2017 | $964M | $964M | 21 | 16 | n/a | 7 | $1.0B |
| 2015 | Mar 30, 2016 | $976M | $976M | 21 | 15 | n/a | 7 | $976M |
| 2014 | Mar 31, 2015 | $879M | $879M | 20 | 15 | n/a | 7 | $879M |
| 2013 | Mar 31, 2014 | $883M | $883M | 20 | 15 | n/a | 7 | $420M |
| 2012 | Apr 1, 2013 | $881M | $881M | 14 | 11 | n/a | 8 | $409M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.0B | $5.9B | 1.8% | $4.7B | 8.6% | 100 | 93 | 1 | 0 |