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TRINITY CAPITAL ADVISER LLC
CRD 326133 · SEC 801-129747
1 NORTH 1ST ST, SUITE 302, PHOENIX, AZ, 85004-2306, United States
Phone
480-374-5350
Fax
480-546-5349
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.6M
Discretionary AUM
$157.6M
Team
106 total employees; 66 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Business development companies | 1 | $126.7M |
| Pooled investment vehicles | 1 | $30.9M |
States served
AZ, CA
All web addresses on file
Official SEC filing: View on IAPD