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Trinary Capital, LLC

CRD 310183SEC# 801-119408
Export (members)
No longer SEC-registered. Trinary Capital, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.5M
Employees
7
Accounts
8
Location

Trinary Capital, LLC assets under management

Trinary Capital, LLC is a registered investment adviser overseen by the SEC. It reports $3.5 million in regulatory assets under management and employs 7 people.

Trinary Capital, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian Castorena ControlChief Financial Officer5-10%2020
Henry Matthew ThurstonChief Investment Officer5-10%2024
Jeffrey Michael Wiseman ControlChief Compliance Officer5-10%2023
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Frequently asked questions

How much does Trinary Capital, LLC manage?

Trinary Capital, LLC reports $3.5 million in regulatory assets under management on its Form ADV.

How many employees does Trinary Capital, LLC have?

Trinary Capital, LLC reports 7 employees.

Does Trinary Capital, LLC disclose fund performance?

Trinary Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00 a.m. - 6:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$3.5MNo change
Mar '25 — $3.5MApr '25 — $3.5MMay '25 — $3.5MJun '25 — $3.5MJul '25 — $3.5MAug '25 — $3.5MSep '25 — $3.5MOct '25 — $3.5MNov '25 — $3.5MDec '25 — $3.5MJan '26 — $3.5MFeb '26 — $3.5MMar '26 — $3.5MApr '26 — $3.5MMay '26 — $3.5MJun '26 — $3.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$3.5Mregulatory AUM
Discretionary $3.5M