TRINITY CAPITAL MANAGEMENT, LLC

Overview

Trinity Capital Management, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm is organized as an LLC and is owned by an individual. Its stated investment preference is equities, with a clear tilt toward exchange-traded securities as the primary means of implementing client mandates. Trinity charges a percentage of assets under management and serves a mix of individual, family and institutional clients rather than pension plans or multi-state institutional mandates. The firm does not identify itself as an active ESG investor. Investment activity centers on liquid equity exposure held in separately managed or pooled formats, supplemented by allocations to third-party alternative managers when appropriate. Custody and trade execution are centralized through Charles Schwab Corporation, which holds the firm’s assets. Trinity’s operating scale and client focus suggest a model built around customized equity allocations and selective use of alternatives to meet client diversification and return objectives.

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Public Holdings

Investments & Alternatives

Location & Offices