{
  "crd_number": 281328,
  "slug": "trinitas-capital-management-dallas-tx-281328",
  "primary_business_name": "TRINITAS CAPITAL MANAGEMENT",
  "legal_name": "TRINITAS CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-09-25",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 19556165445.0,
  "raum_discretionary": 19556165445.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 26,
  "advisory_employees": 20,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 19556165445.0,
      "count": 45
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://trinitascmllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281328",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/trinitas-capital-management-dallas-tx-281328",
  "display_name": "Trinitas Capital Management",
  "summary": "Trinitas Capital Management is an SEC-registered investment advisory firm in Dallas, TX, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Trinitas Capital Management (CRD 281328): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Trinitas Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Trinitas Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Trinitas Capital Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Trinitas Capital Management located?",
      "a": "Trinitas Capital Management's principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is Trinitas Capital Management registered with the SEC or a state?",
      "a": "Trinitas Capital Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281328."
    },
    {
      "q": "How much does Trinitas Capital Management manage?",
      "a": "Trinitas Capital Management reports $19,556,165,445 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Trinitas Capital Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Trinitas Capital Management: Regulatory assets under management: $6,078,569,452 in the October 2021 data and $19,556,165,445 in the October 2026 data, up 222%. Total employees: 12 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Trinitas Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (45)."
    },
    {
      "q": "Does Trinitas Capital Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281328"
    },
    {
      "q": "What changed in Trinitas Capital Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 24 to 20. Regulatory assets under management went from $16,513,202,688 to $19,556,165,445 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6078569452.0,
      "total_employees": 12,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 7836397955.0,
      "total_employees": 11,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 11000967511.0,
      "total_employees": 12,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 12916804762.0,
      "total_employees": 18,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 16513202688.0,
      "total_employees": 28,
      "filing_date": "2025-05-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 19556165445.0,
      "total_employees": 26,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 24 to 20.",
        "Regulatory assets under management went from $16,513,202,688 to $19,556,165,445 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "0.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "TCM charges management fees at an annual rate of up to approximately 0.50% of the defined asset value calculated for each CLO for which it provides investment advisory services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 0.5,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "TCM charges management fees at an annual rate of up to approximately 0.50% of the defined asset value calculated for each CLO for which it provides investment advisory services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/trinitas-capital-management-dallas-tx-281328.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 45,
      "fewer_than_5": false,
      "raum": 19556165445.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281328",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}