Trive Capital Management Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 166910
· SEC file 801-80036
· Dallas, TX
· WWW.LINKEDIN.COM
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ADV data as of Apr 27, 2026
- Regulatory AUM
- $8.0B
- Discretionary
- $8.0B
- Clients
- 19
- Avg AUM / client
- $421M
- Accounts
- 19
- Employees
- 87
AUM over time
$300M
$8.6B
Jun 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 19 | $8.0B | 100.0% |
Private funds (22)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Trive Capital Fund Iii Lp | Private Equity Fund | Delaware | $1.3B | 48 |
| Trive Capital Fund Iv Lp | Private Equity Fund | Delaware | $1.0B | 92 |
| Trive Capital Fund Iii A Lp | Private Equity Fund | Delaware | $702M | 33 |
| Trive Capital Fund Iv A, Lp | Private Equity Fund | Delaware | $367M | 49 |
| Trive Capital Fund Ii Lp master | Private Equity Fund | Delaware | $266M | 41 |
| Trive Structured Capital Fund I, Lp | Private Equity Fund | Delaware | $208M | 61 |
| Trive Capital Fund Ii (Offshore) Lp | Private Equity Fund | Cayman Islands | $143M | 18 |
| Owl Co Invest Opportunity Lp | Private Equity Fund | Delaware | $87.8M | 20 |
| Tcfi Ianr Spe Llc | Private Equity Fund | Delaware | $79.2M | 2 |
| Trive Structured Capital Fund I A, Lp | Private Equity Fund | Delaware | $68.6M | 24 |
| Mockingbird Corporate Loan Opportunity Fund, Lp | Other Private Fund | Delaware | $34.4M | 35 |
| Trive Affiliated Coinvestors Ii Lp feeder | Private Equity Fund | Delaware | $25.6M | 17 |
| Trive Terramar Holdings Llc | Private Equity Fund | Delaware | $22.4M | 3 |
| Trive Capital Fund I (Offshore) Lp | Private Equity Fund | Cayman Islands | $20.2M | 14 |
| Trive Capital Fund I Lp | Private Equity Fund | Delaware | $13.3M | 33 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Searcy, Michael, Conner | Trustee | Oct 2012 (14y) | Less than 5% | |
| Zugaro, Christopher | Limited Partner | Oct 2012 (14y) | ≈ 18.75% – 50% via Trive Managment Holdings Lp | |
| Nunnaley, Jonathan, Albert | Chief Compliance Officer | Oct 2014 (12y) | Less than 5% | |
| Stinnett, David, Mathias | Partner | Jun 2016 (10y) | Less than 5% | |
| Bonner, Blake, Mcfarlane | Partner | May 2018 (8y) | Less than 5% | |
| Whitener, Kimberly, Marie | Chief Financial Officer | Nov 2021 (5y) | Less than 5% | |
| Johnston, James, Trevor | General Counsel | Jul 2022 (4y) | Less than 5% | |
| Yoost, Stephen, Michael | Partner & Chief Operating Officer | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Trive Managment Holdings Lp | Member | Oct 2012 | A | 75% or more |
| Conner Searcy Spousal Lifetime Access Trust | Limited Partner | Oct 2020 | B | ≈ 37.5% – 75% via Trive Managment Holdings Lp |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zugaro, Christopher: 25% – 50% of Trive Managment Holdings Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Conner Searcy Spousal Lifetime Access Trust: 50% – 75% of Trive Managment Holdings Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (22, $4.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Trive Capital Fund Iii Lp | Private Equity Fund | $1.3B | $10.0M | 48 |
| Trive Capital Fund Iv Lp | Private Equity Fund | $1.0B | $10.0M | 92 |
| Trive Capital Fund Iii A Lp | Private Equity Fund | $702M | $10.0M | 33 |
| Trive Capital Fund Iv A, Lp | Private Equity Fund | $367M | $10.0M | 49 |
| Trive Capital Fund Ii Lp | Private Equity Fund | $266M | $10.0M | 41 |
| Trive Structured Capital Fund I, Lp | Private Equity Fund | $208M | $10.0M | 61 |
| Trive Capital Fund Ii (Offshore) Lp | Private Equity Fund | $143M | $10.0M | 18 |
| Owl Co Invest Opportunity Lp | Private Equity Fund | $87.8M | $0 | 20 |
| Tcfi Ianr Spe Llc | Private Equity Fund | $79.2M | $0 | 2 |
| Trive Structured Capital Fund I A, Lp | Private Equity Fund | $68.6M | $10.0M | 24 |
| Mockingbird Corporate Loan Opportunity Fund, Lp | Other Private Fund | $34.4M | $1.0M | 35 |
| Trive Affiliated Coinvestors Ii Lp | Private Equity Fund | $25.6M | $0 | 17 |
| Trive Terramar Holdings Llc | Private Equity Fund | $22.4M | $10.0M | 3 |
| Trive Capital Fund I (Offshore) Lp | Private Equity Fund | $20.2M | $3.0M | 14 |
| Trive Capital Fund I Lp | Private Equity Fund | $13.3M | $3.0M | 33 |
| Trive Affiliated Coinvestors I, Lp | Private Equity Fund | $1.2M | $0 | 15 |
| Tcfi Cp Acquisition Partners Lp | Private Equity Fund | $354K | $0 | 6 |
| Trive Terramar Holdings Ii Llc | Private Equity Fund | $57.5K | $10.0M | 2 |
| Trive Structure Capital Fund Ii A Lp | Private Equity Fund | $0 | $10.0M | 4 |
| Trive Capital Fund V A Lp | Private Equity Fund | $0 | $15.0M | 43 |
| Trive Structure Capital Fund Ii Lp | Private Equity Fund | $0 | $10.0M | 23 |
| Trive Capital Fund V Lp | Private Equity Fund | $0 | $15.0M | 67 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 5.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗