A complete list of active advisors currently associated with Trieste Partners LLC

Warmer can help you find a great advisor at Trieste Partners LLC or one who fits your needs even better.

Trieste Partners LLC is a newly registered investment adviser that offers discretionary asset management to individuals, high‑net‑worth clients, and institutions. In its initial Form ADV filing the firm reports no assets under management, no clients, and no active registered advisors. The firm constructs individualized portfolios using fundamental analysis and primarily invests in publicly traded equities, options, and exchange‑traded funds, with discretionary authority to implement client objectives and written restrictions. Trieste discloses that it offers performance‑based fee arrangements benchmarked to the MSCI World Index with a high‑water mark and requires clients to custody assets through Interactive Brokers. Notable characteristics include that Trieste provides direct portfolio management for individual clients despite reporting no active registered advisors, a combination that is uncommon for firms in this category. The firm does not act as a private fund adviser or sponsor wrap fee programs, and its principal disclosed a significant outside business in subsea robotics and concurrent university studies, a time commitment highlighted in the brochure.

To learn more about the advisors currently working at Trieste Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Landon Schumaker profile photo Landon Schumaker
Honolulu, HI
0
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