TRINEXUS CAPITAL, LLC

Overview

Trinexus Capital, LLC is a small, owner-managed independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and concentrates its investment strategy on liquid, publicly traded equities. Its business model is boutique and high-touch: with a very small client base the firm manages concentrated relationships and tailors equity exposures through separate account structures. The adviser is not an ESG-focused manager, does not act as a capital allocator, and does not provide pension consulting. Advisory services center on portfolio construction and ongoing portfolio management, with discretion applied to the vast majority of client assets. Given the firm’s size and client profile, investment decisions emphasize traded equities for ease of implementation, tax efficiency and transparency.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices