Form D · Private Equity Fund

TRIVEST DISCOVERY FUND, L.P.

Coral Gables, FL · CIK 0001796717

Offering snapshot reported Dec 27, 2019 · SEC filing

Reported sold
Yet to sell
Offering amount: $215M
Investors reported
0
Form D · investor count
Minimum accepted
$15K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 27, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$100K
Finders' fees
$0
Form D file number
021-356558

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Shannon Advisors LLC150305

Source: Form D, filed Dec 27, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

TRIVEST DISCOVERY FUND, L.P.

Investment adviser: TRIVEST INVESTMENT ADVISORS, LLC

Gross asset value
$309M
Beneficial owners
141
ADV minimum commitment
$250K

Reported in Form ADV on May 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator COGENCY GLOBAL INC. DOVER, Delaware, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor GRANT THORNTON LLP FORT LAUDERDALE, Florida, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Marketer SHANNON ADVISORS LLC LAKE FOREST, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON LLP
PCAOB 248

SHANNON ADVISORS LLC
CRD 150305 · SEC 8-68243

Filing source

Form ADV 2103266 · May 5, 2026 · Schedule D 7.B.(1), fund 805-9323330236

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Jon E. Elias Director, Executive
David Gershman Director, Executive
Jorge A. Gross, Jr. Director, Executive
Todd Jerles Executive
Troy D. Templeton Director, Executive
Forest D. Wester Director, Executive
Andrew Russell Wilson Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
550 S. Dixie Highway, Suite 300
Coral Gables, FL, 33146