TRIDENT MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$205M
Discretionary
$205M
100% of AUM
Avg account
$103M
Accounts
2
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
319632
Registered since
July 30, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trident Management LLC is a private equity manager organized as an LLC and registered with the SEC. The firm focuses on portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member roles for its funds. Its client base is institutional, and its business model combines traditional private equity fund management with fee arrangements that include a percentage of assets under management plus performance-based fees. Investment activity centers on private markets rather than public equities. Trident structures and runs private equity vehicles and also works with outside alternative managers through fund-of-funds and private placement allocations. The firm is not positioned as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ERIC TAYLOR

    Founder and CEOCRD 5554797

  • ARON BETRU

    Chief Strategic OfficerCRD 3101808

Contacts

2 of 2
  • ALEXIS RATHBORNE

    Managing DirectorCRD 4978604

  • NICHOLAS WOOD

    Head of ProductCRD 7539984

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
261 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth