Trinity Street Asset Management LLP

RIASEC Registered
Total AUM
$10.6B
Discretionary
$10.6B
100% of AUM
Avg account
$481M
Accounts
22
Employees
30
Advisory reps
13

Firm details

Headquarters
London,
CRD number
152728
Registered since
March 22, 2010
Custodians
BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles63.83%
  • Pension & Profit Sharing Plans17.48%
  • Investment Companies13.38%
  • Corporations / Businesses4.33%
  • Charitable Organizations0.98%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trinity Street Asset Management LLP is a London-registered limited liability partnership that operates as a hedge fund serving institutional clients. The firm is registered with the SEC (registered in 2010) and provides portfolio management for investment companies, pooled investment vehicles, and for businesses or institutions. Ownership is split between a foreign entity and individual owners. Compensation comes via a combination of percentage-of-assets fees and performance-based fees. Trinity Street does not present itself as a capital allocator and is not identified as an active ESG investor. The firm also acts in sponsor and general partner roles for pooled vehicles, indicating it runs proprietary pooled strategies in addition to advising external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 3
  • Richard Bruce

    Founding Partner & CEOCRD 2335268

  • Craig Thompson

    Partner and Chief Operating OfficerCRD 6032194

  • James Dunphy

    Chief Financial OfficerCRD 7949299

Contacts

3 of 10
  • Charles Bell

    Partner and Portfolio ManagerCRD 5757817

  • Pauline Stuart

    PartnerCRD 6469651

  • Nicholas Mayor

    Nicholas Mayor

    Partner and Portfolio ManagerCRD 6563270

Unlock 7 more contacts →

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

London, null

Location

London, null

Headquartered in London, null.

Address
25 Golden Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth