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Trivant Custom Portfolio Group

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Type

Hedge Fund Manager

Location

San Diego CA US

Alternative Asset Classes

HF

Established

2003

Firm Ownership

-

Investment Team Staff

Total Staff

4
Trivant Custom Portfolio Group (TCGP) was a hedge fund manager based in California that was founded in 2003. TCGP offered customized investment management services on a discretionary basis to individuals and high-net-worth clients. It generally invested client assets in stocks, fixed income securities, ETFs, mutual funds, and/or cash equivalent instruments. The firm managed the Soteria Fund. In September 2024, John Barber shut down the firm and fund because he was retiring.
Asset Class No. of Funds Currently Managed Funds Raised in Last 10 Years Est. Dry Powder Strategies
Private Equity - -
Real Estate - -
Private Debt - -
Infrastructure - -
Natural Resources - -
Asset Class No. of Funds Currently Managed AuM Date of AuM Strategies
Hedge Funds 0 -

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4 Known Decision Makers

Contact Name Position Location Email Telephone Asset Class
Managing Member San Diego, US HF
Chief Investment Officer San Diego, US HF
Research Director & Partner San Diego, US HF
Investment Specialist San Diego, US HF

Showing 4 of 4 known decision makers at Trivant Custom Portfolio Group

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1 Hedge Funds Managed

Fund Name Share Classes Inception Date Core Strategy Status Latest AUM
Long/Short Credit Liquidated

Showing 1 of 1 hedge funds managed by Trivant Custom Portfolio Group

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