Trinity Capital Adviser LLC
Trinity Capital Adviser LLC is an SEC-registered asset manager in Phoenix, AZ with $157.6M assets under management (AUM, regulatory AUM), +110% over one year. See who owns Trinity Capital Adviser LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326133, SEC 801-129747, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $157.6M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Phoenix, AZ
- Employees
- 106
- Clients
- 1
- CRD
- 326133
- Ownership
- TRINITY CAPITAL INC.; Testa, Michael; Kundich, Ronald; Brown, Kyle, Steven; Stanton, Sarah
How much AUM does Trinity Capital Adviser LLC have?
Trinity Capital Adviser LLC reported $157.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Trinity Capital Adviser LLC?
Disclosed owners and executives of Trinity Capital Adviser LLC include TRINITY CAPITAL INC., Testa, Michael, Kundich, Ronald, Brown, Kyle, Steven, Stanton, Sarah. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.