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TRINITY CAPITAL ADVISER

Business and Investment Profile

The TRINITY CAPITAL ADVISER is a publicly held investment adviser that advises $2.59Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TRINITY CAPITAL ADVISER is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 4,211.17% over the last 2-years.

Regulatory Profile

The Group has been registered with the SEC for 2.36 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1 NORTH 1ST ST SUITE 302, PHOENIX, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 106 employees comprised of 66 investment and 40 non-investment staff. The total number of Employees increased by 45.21% over the last 2-years.

Asset Profile

Their $2.59Bn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 0 other accounts. Assets of Business Development Companies (BDC) clients own $2.56Bn or 98.81% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $30.87mn or 1.19% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Lending, representing 100% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Business Development Companies (BDC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $2.56Bn in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

TRINITY CAPITAL ADVISER names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: TRINITY CAPITAL ADVISER

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Keywords: Trinity Capital Adviser, Trinity
Generated 2026-09-12T06:48:42.4457925.  © 2026 Convergence.