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Trinity Capital Investors
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CRD # | 110798 |
SEC # | 801-57287 |
CIK # | |
AUM | $468.4 MM (2024-03-13) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 601-956-3511 |
Address | 1675 Lakeland Drive Jackson, MS 39216 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 1 | 0.1 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 11 | 216.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 3 | 3.8 |
(i) State or municipal government entities | 24 | 120.1 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 6 | 128.3 |
Total | 45 | 468.4 |
By Discretionary | ||
Discretionary | 45 | 468.4 |
Non-Discretionary | 0 | 0.0 |
Total | 45 | 468.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 468.4 | |
Total | 45 | 468.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hyposwiss Advisors Sa
✚
|
0.5 | |
44 Wealth Management LLC
✚
|
OR | 0.5 |
Ogorek Wealth Management LLC
✚
|
NY | 0.5 |
Cambridge Financial Group LLC
✚
|
AZ | 0.5 |
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |
The Marshall Financial Group LLC
✚
|
MD | 0.5 |
Financial Strategies Group Inc
✚
|
MI | 0.5 |
US Asset Management LLC
✚
|
PA | 0.5 |
Bigelow Investment Advisors LLC
✚
|
ME | 0.5 |
ABLE Financial Group LLC
✚
|
AZ | 0.5 |