Trinity Ventures

RIASEC RegisteredEst. 2024
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$117M
Accounts
10
Employees
7
Advisory reps
4

Firm details

Headquarters
,
CRD number
159537
Registered since
October 16, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trinity Ventures is organized as a corporation that operates as a venture capital manager serving institutional clients. The firm is SEC-registered (2024) and described as an owner-operated entity. Its principal advisory activity is portfolio management for pooled investment vehicles; it also serves as sponsor, general partner, and managing member of those vehicles. Trinity charges a blend of asset-based fees and performance-based (carry) fees. The firm does not identify as an active ESG investor and is not characterized as a multi-state adviser or pension consultant. Trinity’s investment remit centers on venture-stage and private-placement opportunities. Rather than acting as a third-party capital allocator, the firm appears to originate and manage pooled VC funds, positioning itself to deploy capital directly into privately held companies on behalf of its institutional limited partners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Ajay Chopra

    Ajay Chopra

    General PartnerCRD 6033159

  • Patricia Nakache

    Patricia Nakache

    General PartnerCRD 6033156

  • McCulloch Lyle

    VP, FinanceCRD 7646318

Unlock 1 more contacts

Wealth teams

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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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth