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Building 2TRINITY CAPITAL INVESTORS

Map pinJACKSON, MS
Phone601-956-3511
NotebookSEC #801-57287
Total AUM
$458.3M
Employees
2
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1675 LAKELAND DRIVE
STE 400
JACKSON
MS 39216
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
601-956-3511

ReceiptFinancials

Total AUM
$458.3M
Accounts
37
Discretionary
$458.3M
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$233.1M
Charitable Organization Clients
3
AUM
$4.2M
Government Entity Clients
19
AUM
$103M
Corporation or Business Clients
1
AUM
$247.8K
Other Clients
6
AUM
$117.8M
Description of Other Clients
COLLEGES

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MS

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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