Trinity Ventures

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$117M
Accounts
10
Employees
7
Advisory reps
4

Firm details

Headquarters
,
CRD number
159537
Registered since
October 16, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trinity Ventures is a corporation that operates as a venture capital fund manager focused on institutional investors. The firm is registered with the SEC (registered in 2024) and provides portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member for those vehicles. Its fee mix combines a percentage-of-assets management fee with performance-based (carry) compensation, consistent with traditional VC fund economics. Ownership of the adviser is held by an individual.

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

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Client base

Client personas

Contacts

3 of 4
  • Noel Fenton

    Noel Fenton

    Founding PartnerCRD 6032821

  • Patricia Nakache

    Patricia Nakache

    General PartnerCRD 6033156

  • Ajay Chopra

    Ajay Chopra

    General PartnerCRD 6033159

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth