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Building 2TRINITY CAPITAL ADVISER LLC

Map pinPHOENIX, AZ
Phone480-374-5350
NotebookSEC #801-129747
Total AUM
$157.6M
Employees
106
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 NORTH 1ST ST
SUITE 302
PHOENIX
AZ 85004-2306
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
480-374-5350
Other Offices
1

ReceiptFinancials

Total AUM
$157.6M
Accounts
2
Discretionary
$157.6M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Business Development Company Clients
1
AUM
$126.7M
Pooled Vehicle Clients
1
AUM
$30.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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