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Trinity Capital Management, LLC

● SEC registered since 2007CRD 143097SEC# 801-67581Santa Barbara, CA
Export (members)
Reg. AUM
$453.5M
Employees
5
Accounts
937
Location
Santa Barbara, CA

Trinity Capital Management, LLC assets under management

Trinity Capital Management, LLC is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2007. It reports $453.5 million in regulatory assets under management and employs 5 people.

Trinity Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Yoon Bucher ControlNon-Managing Member / Chief Investment Officer10-25%2010
Fredric Brian Fisher ControlManaging Member / President / Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Trinity Capital Management, LLC manage?

Trinity Capital Management, LLC reports $453.5 million in regulatory assets under management on its Form ADV.

How many employees does Trinity Capital Management, LLC have?

Trinity Capital Management, LLC reports 5 employees.

Where is Trinity Capital Management, LLC located?

Trinity Capital Management, LLC is based in Santa Barbara, CA and has been SEC-registered since 2007.

Does Trinity Capital Management, LLC disclose fund performance?

Trinity Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address607 de la Vista Ave., Santa Barbara, CA 93103
Phone805-963-0500
Fax805-299-1868
Office hours09:00a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$450.4M
Non-discretionary$3.1M
Total (RAUM)$453.5M