Trinity Ventures
Firm details
- Headquarters
- ,
- CRD number
- 159537
- Registered since
- October 16, 2024
- Website
- www.trinityventures.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trinity Ventures is organized as a corporation that positions itself as a venture capital manager serving institutional clients. The firm registered with the SEC in 2024 and is owned by an individual. Its advisory mandate centers on managing pooled investment vehicles; Trinity acts as sponsor, general partner and managing member of those vehicles rather than acting as a traditional discretionary wealth manager for retail households. Fee arrangements include a percentage-of-assets management fee alongside performance-based compensation. The firm is not identified as an active ESG investor and is not described as a multi-state or pension consultant adviser. Its activities are focused on sourcing, packaging and managing venture-style investments on behalf of institutional limited partners.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Ajay Chopra
General PartnerCRD 6033159

Patricia Nakache
General PartnerCRD 6033156
McCulloch Lyle
VP, FinanceCRD 7646318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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