TRIDENT CAPITAL, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
160095
Registered since
March 24, 2016

Firm profile

FINTRX

Overview

Trident Capital, Inc. is organized as a corporation and has been SEC-registered since 2016. The firm is privately owned (individual owner type) and is classified as an unclassified adviser in regulatory filings. Its advisory activity centers on sponsoring and managing pooled investment vehicles rather than running a traditional retail advisory practice. Trident Capital functions as sponsor, general partner and managing member of private funds, with a clear emphasis on venture capital vehicles. The firm is not designated as a multi-state adviser, is not identified as an active ESG investor, and does not report being a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SHIRLEY WONG

    Chief Financial OfficerCRD 1759815

Contacts

3 of 3
  • DONALD DIXON

    Board MemberCRD 724469

  • HOWARD ZEPRUN

    General CounselCRD 6024724

  • JOHN MORAGNE

    Co-Founder & Senior AdvisorCRD 6020742

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
400 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth