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| Happy Holidays!! thanks for using AUM13F!! |
| Trinity Capital Management LLC
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|---|---|
| CRD # | 143097 |
| SEC # | 801-67581 |
| CIK # | 0000099771, 0001786108 |
| AUM | $144.8 M (2025-03-28) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 805-963-0500 |
| Address | 607 de La Vista Ave Santa Barbara, CA 93103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 40.9 |
| (b) Individuals (high net worth individuals) | 165 | 311.1 |
| (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 | 6 | 7.8 |
| (h) Charitable organizations | 8 | 90.8 |
| (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 | 5 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 453.5 |
| By Discretionary | ||
| Discretionary | 916 | 450.4 |
| Non-Discretionary | 21 | 3.1 |
| Total | 937 | 453.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.5 | |
| Total | 937 | 453.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000099771] | |
| 10-Q | [0000099771] | |
| 3 | [0000099771] | |
| 4 | [0000099771] | |
| 5 | [0000099771] | |
| 8-K | [0000099771] | |
| D | [0000099771] | |
| SC 13D | [0000099771] | |
| SC 13G | [0000099771] | |
| 10-K | [0001786108] | |
| 10-Q | [0001786108] | |
| 3 | [0001786108] | |
| 4 | [0001786108] | |
| 5 | [0001786108] | |
| 8-K | [0001786108] | |
| D | [0001786108] | |
| SC 13G | [0001786108] |
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