Trinity Capital Investors

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Assets, Funds, Holdings

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Trinity Capital Investors
CRD #110798
SEC #801-57287
CIK #
AUM $468.4 MM (2024-03-13)
Employees 2 (100% Investors, 0% Brokers)
Phone601-956-3511
Address1675 Lakeland Drive
Jackson, MS 39216
Source [IAPD]
Total AUM ($MM)
60048036024012002001200920172025
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
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