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| Triumph Capital Management
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|---|---|
| CRD # | 282814 |
| SEC # | 801-107312 |
| CIK # | 0001730765, 0001699772 |
| AUM | 645.6 M (2026-03-06) |
| Employees | 18 (94% Investors, 0% Brokers) |
| Phone | 720-399-5555 |
| Address | 1610 Wynkoop Street, Suite 550 Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730765 0001699772 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.1 | ||
| Nvidia Corp | 5.9 | ||
| Amazon Com Inc | 5.8 | ||
| J P Morgan Chase & Co | 5.0 | ||
| Microsoft Corp | 4.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,815 | 223.4 |
| (b) Individuals (high net worth individuals) | 378 | 393.6 |
| (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 | 27 | 22.6 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 19 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,653 | 645.6 |
| By Discretionary | ||
| Discretionary | 3,653 | 645.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,653 | 645.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 645.6 | |
| Total | 3,653 | 645.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001699772] | |
| 13F-HR | [0001730765] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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