ALBION TRINITY CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
342424

Firm profile

FINTRX

Overview

Albion Trinity Capital Management, LLC is organized as a limited liability company with individual ownership. Public details position the firm as an active sponsor and manager of pooled investment vehicles: the firm serves in roles such as sponsor, general partner, or managing member for funds it controls. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. Regulatory and business-activity fields in the available snapshot are sparse, and there is no listed advisory client base or fee structure in the record provided. That said, the firm’s primary business activity appears to be operating and managing pooled private vehicles rather than running a traditional advisory practice serving retail or institutional advisory accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • MATTHEW DORAN

    Managing PartnerCRD 6438364

  • DAVID EDWARDS

    CRD 2569272

  • John Paskin

    Co-FounderCRD 8269582

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
8 Wright St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth