TRINITY CAPITAL MANAGEMENT, LLP

Overview

Trinity Capital Management, LLP is a small, owner-operated RIA that focuses on discretionary portfolio management for individuals and small businesses. The firm runs a fee-for-service model charged as a percentage of assets under management and favors liquid, exchange-traded equities as the core of client portfolios. Trinity does not present itself as an ESG-focused manager and is not positioned as a multi-state adviser; its activity profile points to hands-on, account-level management rather than large-scale institutional allocation. While equities form the backbone of the investment approach, the firm supplements core positions with a range of third-party alternative strategies and traditional fixed-income or insurance products. The combination suggests a manager that uses ETFs and listed stocks for broad market exposures and precision allocations, while tapping external managers and private markets where clients need diversification or yield enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices