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Building 2TRINITY VENTURES

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Phone408-355-5184
NotebookSEC #801-131177
Total AUM
$1.2B
Employees
7
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 - 5:30PST
Monday - Friday
Phone
408-355-5184

ReceiptFinancials

Total AUM
$1.2B
Accounts
10
Discretionary
$1.2B
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
10
AUM
$1.2B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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