Trinitas Capital Management, LLC is a large advisory firm based in Dallas. It manages $3.65 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.
Trinitas Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trinitas Capital Management, LLC is $3.65 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1387% since the beginning of its operation, and $3.65 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Trinitas Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Michael Wayne Minnich is pooled investment vehicles with 8 clients and $3.65 billion of assets under management. Among the 9 most similar advisory firms, Trinitas Capital Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.65 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.
Trinitas Capital Management also advises several private funds. Namely, one other private fund and seven securitized asset funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Trinitas Capital Management, LLC is owned by Brent Allen Bossart. Michael Wayne Minnich has been acting as President since 1 Aug 2015. Tcm Holdco Llc joined the executive team most recently as the Owner.
The principal office where Trinitas Capital Management, LLC performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-420-2400. The normal business hours are 8:30 a.m. to 5:00 p.m. (ct) on Monday - Friday. You can find more information about the New York firm at trinitascmllc.com.