Trinsic Capital, LLC

RIASEC Registered
Total AUM
$84M
Discretionary
$84M
100% of AUM
Avg account
$875K
Accounts
96
Employees
2
Advisory reps
2

Firm details

Headquarters
Fort Worth, Texas
CRD number
165949
Website
www.trinsic.net
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

FINTRX

Overview

Trinsic Capital, LLC is an independent registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm provides discretionary portfolio management for both individuals/small businesses and for business or institutional clients, and it charges clients on a percentage-of-AUM basis. Trinsic does not present itself as an ESG-focused manager, does not operate as a multi-state adviser, and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 22%, Cash & Cash Equivalents 12%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds22%
  • Cash & Cash Equivalents12%

Contacts

2 of 2

  • Robert Richardson

    Director of OperationsCRD 8185658

  • Barry Richardson

    ManagerCRD 2619883

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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