Trinity Ventures

RIASEC RegisteredEst. 2024
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Ajay Chopra

    Ajay Chopra

    General PartnerCRD 6033159

  • Patricia Nakache

    Patricia Nakache

    General PartnerCRD 6033156

  • McCulloch Lyle

    VP, FinanceCRD 7646318

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth