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$71.9M Total AUM
$71.6M Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-06-2013
- Office Locations
- 1
Office Locations
200 Bluefin Circle Suite 4 Savannah GA
About Trimaran Capital
Trimaran Capital is a Savannah-based RIA. The firm has been operating for 12 years. Managing $71.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
49 AVG AGE
$36.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
A. FELTON JENKINS III
Partner, PORTFOLIO MANAGER
- CRD
- #5153257
- Ownership
- 50% but less than 75%
Available
Available
Available
JOSH NEFF MCINTOSH
FOUNDING PARTNER, Partner, PORTFOLIO MANAGER
- CRD
- #5876408
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,562,527 | -- |
| Non-Discretionary | $357,461 | -- |
| Total | $71,919,988 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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