TRINSIC CAPITAL, LLC
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 165949
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.1%
- Individuals13.7%
- Charitable Organizations1.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trinsic Capital, LLC is an individual-owned limited liability company that provides fee-based portfolio management primarily to private clients. The firm bills on a percentage-of-assets-under-management basis and lists portfolio management for individuals and small businesses as well as for businesses or institutions among its advisory activities. It does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or separate capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents12%
Contacts
2 of 2Robert Richardson
Director of OperationsCRD 8185658
BARRY RICHARDSON
ManagerCRD 2619883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 4200 S Hulen St
- Time zone
- CT (UTC-6)
- Office locations
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