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TRINITY ALPS CAPITAL

TRINITY ALPS CAPITAL PARTNERS, LP

CRD 287741 · SEC 801-117657

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601 MONTGOMERY STREET, STE. 2030, SAN FRANCISCO, CA, 94111, United States

Phone

415-740-5841

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.07B

Discretionary AUM

$5.3M

Team

6 total employees; 6 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals1$3.3M
Pooled investment vehicles16$1.07B

States served

CA

All web addresses on file

Official SEC filing: View on IAPD