Trinitas Capital Management, LLC (Dallas)


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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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.