TRINITY CAPITAL ADVISER LLC
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 326133
- Registered since
- March 22, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Business Development Companies80.41%
- Pooled Investment Vehicles19.59%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trinity Capital Adviser LLC operates as a private equity-focused adviser serving institutional clients and managing pooled investment vehicles. The firm’s mandate centers on portfolio management for investment companies and other pooled vehicles, and its fee model combines a percentage-of-assets approach with performance-based fees, which aligns compensation with investment outcomes. Trinity appears to allocate capital across active private-market strategies rather than broad retail-style beta exposures, placing emphasis on manager selection and deal-level oversight. Decision-making and product structure are oriented toward fund-based and pooled formats; the firm’s registered activities signal a focus on selecting external managers and overseeing private funds rather than offering stand-alone advisory accounts. The ownership base is concentrated—two owners with effectively equal stakes—which typically supports a compact governance structure and close alignment between owners and investment strategy execution.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Michael Testa
Chief Financial OfficerCRD 7740064
Kyle Brown
Chief Executive OfficerCRD 7740054
Ronald Kundich
Chief Credit OfficerCRD 8063086
Contacts
1 of 1Sarah Stanton
General CounselCRD 7740062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 1 N 1st St
- Time zone
- MT (UTC-7)
- Office locations
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