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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Trinity Capital Investors
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| CRD # | 110798 |
| SEC # | 801-57287 |
| CIK # | |
| AUM | $472.0 M (2025-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 601-956-3511 |
| Address | 1675 Lakeland Drive Jackson, MS 39216 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 245.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 3.9 |
| (i) State or municipal government entities | 24 | 109.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 6 | 112.8 |
| Total | 44 | 472.0 |
| By Discretionary | ||
| Discretionary | 44 | 472.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 44 | 472.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.0 | |
| Total | 44 | 472.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Watch Advisors Inc
✚
|
CO | 0.5 |
|
Triagen Wealth Management LLC
✚
|
CA | 0.5 |
|
Pegasus Asset Management Inc
✚
|
NJ | 0.5 |
|
Kooman & Associates
✚
|
PA | 0.5 |
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
and Wealth Partners LLC
✚
|
MD | 0.5 |
|
Yarger Wealth Strategies LLC
✚
|
OH | 0.5 |
|
Harbour Investment Management LLC
✚
|
WA | 0.5 |
|
Bridge Creek Capital Management LLC
✚
|
MA | 0.5 |
|
The Moorings Group LLC
✚
|
GA | 0.5 |