CRD: 153084
Trieste Capital LLC
$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2010
- Office Locations
- 1
Office Locations
-- Brookville NY
About Trieste Capital LLC
Trieste Capital LLC is a Brookville-based RIA. The firm has been operating for 16 years. Managing $14.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Morgan Stanley.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD GORDON FAUX III
Chief Executive Officer
- CRD
- #4609843
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,642,617 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,642,617 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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