Trimaran Capital

RIASEC Registered
Total AUM
$71.9M
Discretionary
$71.6M
100% of AUM
Avg account
$395K
Accounts
182
Employees
2
Advisory reps
2

Firm details

Headquarters
Savannah, Georgia
CRD number
169022
Website
www.trimarancapital.net
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI81.52%
  • Individuals17.98%
  • Charitable Organizations0.5%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trimaran Capital is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements include both percentage-of-AUM and fixed-fee structures. FINTRX flags the firm as not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 33%, US Government Bonds 6%, Other 6%, Cash & Cash Equivalents 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities33%
  • US Government Bonds6%
  • Other6%
  • Cash & Cash Equivalents1%

Contacts

2 of 2

  • Josh Mcintosh

    Registered Investment AdvisorCRD 5876408

  • A. Jenkins

    A. Jenkins

    Partner, Portfolio ManagerCRD 5153257

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Savannah, GA

Chatham

Location

Savannah, GA

Headquartered in Savannah, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.

Metro area
Savannah-Hinesville-Statesboro, GA
Region
South
County
Chatham
Address
200 Blue Fin Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth