SourcingSourcing

TRINITAS CAPITAL MANAGEMENT, LLC

C19
CRD 281328·SEC 801-106701·DALLAS, TX
AUM
$19.56B
$1B+
Est. Revenue
$195.6M
@ 1% on AUM
Est. EBITDA
$58.7M
@ 30% margin
Est. Deal Value
$469.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRINITAS CAPITAL MANAGEMENT, LLC
CRD
281328
SEC file #
801-106701
EIN
000000000
DBA names
Trinitas Capital Management

Economics

AUM
$19.56B
AUM band
$1B+
AUM trajectory
'20'26
$3.65B → $19.56B▲ +436%
Client mix
Pooled Investment Vehicles45

Operations

Employees (total)
26
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
7 advisors → 20 advisors▲ +186%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
trinitascmllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PES TRIPLE FALLS HOLDINGS LP
Top Owner Pct
17.5
Top Owner Entity Kind
DE
Owner Count
15
Control Persons
PES TRIPLE FALLS HOLDINGS LP
TCM HOLDCO LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRINITASCMLLC.COM
Rdap Domain Creation Date
2015-08-04T21:30:00Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001651401
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2015-08-25
Edgar Last Filing Date
2017-10-18
Edgar Form D Count
3
Edgar Form D Offerings
2017-10-182017-10-18 · 0000945621-17-000386
2016-04-122016-04-12 · 0000945621-16-000565

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank84
Bny Mellon27
Jpmorgan12
Goldman Sachs8
E*trade4
Edgar Addresses
Mailing
12700 PARK CENTRAL DRIVESUITE 1700DALLAS, TX 75251
Business
12700 PARK CENTRAL DRIVESUITE 1700DALLAS, TX 75251
Edgar EIN
000000000
Edgar Recent Filings
D/A2017-10-18 · 0000945621-17-000386
D/A2016-04-12 · 0000945621-16-000565
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-04T21:30:00Z
Rdap Domain Last Changed
2023-10-03T18:41:10Z
Rdap Nameservers
Ns1.markmonitor.comNs2.markmonitor.comNs3.markmonitor.comNs4.markmonitor.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update ProhibitedServer Delete Prohibited
Trust Company Affiliate
No

People (10)

10
BERNSTEIN, ANDREW, GLENN
Executive Officer · 2.5%
3005866
BOSSART, BRENT, ALLEN
Executive Officer · 2.5%
6551820
BRANER, PHILIP, RICHARD
Executive Officer · 2.5%
6092878
CANNON, JOHN, FRANCIS
Executive Officer · 2.5%
7278895
EBRAHEMI, FRED
Executive Officer · 2.5%
6473286
FRISHKOPF, JOHN, JOSEPH
Executive Officer · 2.5%
1648955
GUTIERREZ, XAVIER, ALVAREZ
Executive Officer · 2.5%
4337429
MAHMUD, GIBRAN, WARRIS
Executive Officer · 2.5%
6199346
PADE, WILLIAM, JAMES
Executive Officer · 2.5%
5529516
STEMME, KENNETH, WAYNE
Executive Officer · 2.5%
2185463