Trinary Capital LLC

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Assets, Funds, Holdings

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Trinary Capital LLC
CRD #310183
SEC #801-119408
CIK #
AUM $3.1 MM (2024-03-28)
Employees 7 (57% Investors, 0% Brokers)
Phone714-768-3903
Address2928 Monogram Avenue
Long Beach, CA 90815
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
4.03.22.41.60.80.02009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 1.5
(b) Individuals (high net worth individuals) 0 1.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 19 3.1
By Discretionary
Discretionary 19 3.1
Non-Discretionary 0 0.0
Total 19 3.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.1
Total 19 3.1
Comparable Firms State AUM ($BB)
Forester Capital Management Ltd
IL 0.0
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MA 0.0
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PA 0.0
Paladin Capital LLC
MN 0.0
Oak Creek Private Wealth Management LLC
OK 0.0
Alphaai Capital Management LLC
CA 0.0
Boulevard Family Wealth Services LLC
CA 0.0
Marstone LLC
RI 0.0
LFN Advisors Inc
MI 0.0
Marketocracy Masters Inc
MI 0.0
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