$84.0M Total AUM
$84.0M Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-05-2012
- Office Locations
- 1
Office Locations
4200 S. Hulen St., Suite 500 Fort Worth TX
About Trinsic Capital, LLC
Trinsic Capital, LLC is a Fort Worth, Texas-based fee-only adviser providing discretionary investment management for individuals, trusts, family limited partnerships, charitable organizations, and businesses. The firm uses bottom-up stock selection, targeting companies trading below intrinsic value based on financial-statement and business-model analysis rather than short-term market forecasts. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$42.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BARRY C RICHARDSON
Chief Compliance Officer, Manager
- CRD
- #2619883
- Ownership
- 75% or more
Available
Available
Available
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R
Robert D Richardson
--
- CRD
- #8185658
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,994,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,994,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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