Trimer Capital Management LP

RIASEC RegisteredEst. 2022
Total AUM
$901M
Discretionary
$352M
39% of AUM
Avg account
$90.1M
Accounts
10
Employees
6
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
319428
Registered since
April 27, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trimer Capital Management LP is a limited partnership that registered with the SEC in 2022 and is organized around private equity fund activity. The firm’s stated client base is institutional investors, and its advisory work centers on portfolio management for pooled investment vehicles. Trimer acts in sponsor/GP and managing-member roles for the pooled vehicles it runs, and it identifies as an active ESG investor. Its fee schedule combines a percentage-of-assets-under-management component with performance-based (carry-style) fees. Ownership is listed as a mix of a domestic entity and an individual. The firm is not structured primarily as a capital allocator.

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
  • Daniel Ma

    PartnerCRD 5807360

  • Michael Chou

    Michael Chou

    OwnerCRD 5369901

  • Shaun Duncan

    Shaun Duncan

    PartnerCRD 4720128

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
50 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth