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| Keyboard |
| Trinity Capital Investors
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|---|---|
| CRD # | 110798 |
| SEC # | 801-57287 |
| CIK # | |
| AUM | 458.3 M (2026-03-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 601-956-3511 |
| Address | 1675 Lakeland Drive Jackson, MS 39216 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 8 | 233.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 4.2 |
| (i) State or municipal government entities | 19 | 103.0 |
| (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 | 1 | 0.2 |
| (n) Other | 6 | 117.8 |
| Total | 37 | 458.3 |
| By Discretionary | ||
| Discretionary | 37 | 458.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 37 | 458.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 458.3 | |
| Total | 37 | 458.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 37 |
| Serves | Institutional, Retail |
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|---|---|---|
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|
Seaside Wealth Management Inc
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|
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|
Owen Larue LLC
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|
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|
First Nebraska Advisory LLC
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|
Paragon Private Wealth Management LLC
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KY | 457.9 M |
|
Cambridge Capital Management LLC
✚
|
IL | 457.8 M |
|
Pursuit Wealth Management LLC
✚
|
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|
Birch Run Investments LLC
✚
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