RIA Intel›Advisers›California›TROVENA, LLC.

TROVENA, LLC.

Advisory

N·REDONDO BEACH, CA

Data as of Apr 11, 2013 · Source: SEC Form ADV

Total AUM

$391M

1-Year AUM Growth

-22.5%

3-Year CAGR

+8.8%

Employees

11

Assets Under Management

Total AUM$391M

Discretionary AUM$372M

Non-Discretionary AUM$19M

Discretionary %95.1%

Total Clients—

Team

Total Employees11

Investment Advisers11

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingAug 23, 2004

Latest FilingApr 11, 2013

🔒 Full AUM trend chart and 24 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TROVENA, LLC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.