TRINITY ALPS CAPITAL
Total AUM
$1.1B
Employees
6Clients
17Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
601 MONTGOMERY STREET
STE. 2030
SAN FRANCISCO
CA 94111
United States
STE. 2030
SAN FRANCISCO
CA 94111
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
415-740-5841
Financials
Total AUM
$1.1B
Accounts
21Discretionary
$5.3M
Accounts
7Non-Discretionary
$1.1B
Accounts
14
Clients
HNW Individual Clients
1AUM
$3.3M
Pooled Vehicle Clients
16AUM
$1.1B
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.