Trinitas Capital Management, LLC (Dallas)

Name: Trinitas Capital Management, LLC
Address: 300 Crescent Court, Dallas, TX, 75201
Telephone: 214-420-2400

Trinitas Capital Management, LLC is a large advisory firm based in Dallas. It manages $3.65 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.

Trinitas Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trinitas Capital Management: assets under management

The assets under management (AUM) of Trinitas Capital Management, LLC is $3.65 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1387% since the beginning of its operation, and $3.65 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.65 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $456.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trinitas Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael Wayne Minnich serves?

The only and largest group of clients of Michael Wayne Minnich is pooled investment vehicles with 8 clients and $3.65 billion of assets under management. Among the 9 most similar advisory firms, Trinitas Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.65 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.

Trinitas Capital Management also advises several private funds. Namely, one other private fund and seven securitized asset funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Trinitas Capital Management, LLC

The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Trinitas Capital Management, LLC is owned by Brent Allen Bossart. Michael Wayne Minnich has been acting as President since 1 Aug 2015. Tcm Holdco Llc joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
North American Reserve Corp.	Member	1 Aug 2015	Other	75-2444642
Cmv Funding Llc	Member	1 Aug 2015	Other	36-4814376
Adam Daniel Nelson	Vp, secretary and chief compliance officer	1 Aug 2015	Other	6195063
Gibran Warris Mahmud	Director, chief executive officer	1 Aug 2015	Other	6199346
Michael Wayne Minnich	Director	1 Aug 2015	Other	3236923
Brent Allen Bossart	Director/owner	1 Aug 2015	Other	6551820
Norman Miller	Member	1 Aug 2015	Other	6554352
Philip Richard Braner	Vp and chief operating officer	1 Oct 2015	Other	6092878
Tcm Holdco Llc	Owner	1 Apr 2017	25% - 50%	82-1433130
Mark Thomas Murray	Chief compliance officer and chief financial officer	1 Apr 2017	Other	6860050
Karla L Boyd	Director	1 Apr 2017	Other	6860057
Richard Mark Goldman	Director	1 Apr 2017	Other	4408256
John Joseph Frishkopf	Director	1 Apr 2017	Other	1648955
Bharath T Srikrishnan	Director	1 Apr 2017	Other	6631485
Ethan Jay Wang	Director	1 Apr 2017	Other	5154106

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Howard Herman Newman	Owner	1 May 2007	75% - 100%	815172
Llc Pbra	General partner	1 Jul 2012	Other	26-0843176
Ability Insurance Company	Member	1 Aug 2015	75% - 100%	47-0520541
Advantage Capital Management Llc	Manager	1 Aug 2015	Other	37-1754897
Advantage Capital Holdings Llc	Member	1 Aug 2015	75% - 100%	46-0752416
Advantage Capital Partners Llc	Owner	1 Aug 2015	75% - 100%	46-0756437
Kenneth King	Owner	1 Aug 2015	75% - 100%	2812188
Llc Pbra	Manager	1 Apr 2017	Other	26-0843176
L.P. Pine Brook Tcm Intermediate	Owner	1 Apr 2017	75% - 100%	81-5482327
L.P. Pine Brook Capital Partners Ii	Owner	1 Apr 2017	75% - 100%	37-1699332
L.P. Pine Brook Road Associates Ii	General partner	1 Apr 2017	Other	98-1095218

Based in Dallas

The principal office where Trinitas Capital Management, LLC performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-420-2400. The normal business hours are 8:30 a.m. to 5:00 p.m. (ct) on Monday - Friday. You can find more information about the New York firm at trinitascmllc.com.