Trinity Capital Adviser LLC

Fee-Only (% of Portfolio)

Trinity Capital Adviser manages investments primarily in debt securities for private funds and other pooled investment vehicles. Trinity Capital is a specialty lending company that provides debt to growth-stage companies. The Adviser manages investments according to the objectives and guidelines in each client's investment advisory agreement. The Adviser does not generally tailor its advisory services to the needs of individual investors.

Assets Under Management$75M
Clients1
AdvisorsN/A
Avg. per Client$75M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Trinity Capital Adviser manages investments for pooled investment vehicles and separately managed accounts, primarily investing in debt securities. Clients generally pay a management fee based on the value of the client’s portfolio, as well as performance fees. Management and performance fees are calculated and paid according to the client's governing documents.

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Trinity Capital Adviser LLC | TrueAdvisor