TRINITAS CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2015
Total AUM
$19.6B
Discretionary
$19.6B
100% of AUM
Avg account
$435M
Accounts
45
Employees
26
Advisory reps
10

Firm details

Headquarters
DALLAS, Texas
CRD number
281328
Registered since
September 25, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trinitas Capital Management is an SEC-registered investment manager that runs securitized asset strategies for institutional investors. The firm operates primarily as portfolio manager and sponsor/GP of pooled investment vehicles, focusing on structured and securitized products while also allocating to third-party alternative managers. Trinitas employs a fee mix of percentage-of-AUM and performance-based fees, consistent with active management of closed-end and pooled funds. Investment activity centers on securitized asset funds as the core vehicle type, with additional emphasis on credit-oriented and private-market exposures. The firm identifies and oversees external managers for specialty allocations, and it integrates ESG considerations into its investment selection and monitoring process. Organizationally, Trinitas is a limited liability company formed in 2015 and serves an institutional client base rather than retail households.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • PHILIP BRANER

    COOCRD 6092878

  • FRED EBRAHEMI

    Partner, Chief Operating Officer & General CounselCRD 6473286

  • XAVIER GUTIERREZ

    President, CEOCRD 4337429

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Contacts

3 of 5
  • ANDREW BERNSTEIN

    Senior Managing DirectorCRD 3005866

  • BRENT BOSSART

    CRD 6551820

  • JOHN FRISHKOPF

    Board DirectorCRD 1648955

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
200 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth