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$39.7M Total AUM
$39.7M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2015
- Office Locations
- 1
Office Locations
1231 Village RUN, NE Brookhaven GA
About Trinity Capital Management, LLP
Trinity Capital Management, LLP is a Brookhaven-based RIA. The firm has been operating for 10 years. Managing $39.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$39.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HARRIS COBB ANDERSON
Chief Compliance Officer, General Partner, Managing Member
- CRD
- #1557749
- Ownership
- 50% but less than 75%
Available
Available
Available
E
EDSEL FLYNN ANDERSON
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,658,357 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,658,357 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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