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Trinitas Capital Management, LLC

● SEC registered since 2015CRD 281328SEC# 801-106701Dallas, TX
Export (members)
Ranks #566 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$19.56B
Fund GAV
$19.56B
Private funds
45
Employees
26
Accounts
45
Location
Dallas, TX

Trinitas Capital Management, LLC assets under management

Trinitas Capital Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2015. It reports $19.6 billion in regulatory assets under management and employs 26 people. Trinitas Capital Management, LLC manages 45 private funds with combined gross assets of $19.6 billion, including Trinitas CLO VI, Ltd. By regulatory assets, it ranks 566 of 6,004 private fund managers.

Trinitas Capital Management, LLC private funds

45 funds · $19.56B GAV
FundTypeGross assetsMin.
Trinitas CLO VI, Ltd.Securitized Asset$676.7M$1M
Trinitas Euro CLO VI Designated Activity CompanySecuritized Asset$589.2M$1M
Trinitas CLO VII, Ltd.Securitized Asset$583.8M$1M
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Trinitas Capital Management, LLC owners & executives

48 reported
NameTitleOwnershipSince
Andrew Glenn Bernstein ControlDirectorUnder 5%2017
Brent Allen Bossart ControlDirector/OwnerUnder 5%2015
Capital Dynamics Global Secondaries IV Holdings, L.P.Member5-10%2017
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Frequently asked questions

How much does Trinitas Capital Management, LLC manage?

Trinitas Capital Management, LLC reports $19.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Trinitas Capital Management, LLC manage?

Trinitas Capital Management, LLC manages 45 private funds with combined gross assets of $19.6 billion.

How many employees does Trinitas Capital Management, LLC have?

Trinitas Capital Management, LLC reports 26 employees.

Where is Trinitas Capital Management, LLC located?

Trinitas Capital Management, LLC is based in Dallas, TX and has been SEC-registered since 2015.

Does Trinitas Capital Management, LLC disclose fund performance?

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

Contact & registration

Address200 Crescent Court, Suite 1414, Dallas, TX 75201-1834
Phone214-420-2400
Office hours8:30 a.m. To 5:00 p.m. (Ct)
SEC regionFort Worth Regional Office (FWRO)
CIK1651401
Discloses disciplinary historyNo

Regulatory AUM

$19.56B▲ 18%
Mar '25 — $16.51BApr '25 — $16.51BMay '25 — $16.51BJun '25 — $16.51BJul '25 — $16.51BAug '25 — $16.51BSep '25 — $16.51BOct '25 — $16.51BNov '25 — $16.51BDec '25 — $16.51BJan '26 — $16.51BFeb '26 — $16.51BMar '26 — $19.56BApr '26 — $19.56BMay '26 — $19.56BJun '26 — $19.56B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
AUM vs fund managersTop 9%
Larger than 91% of 6,004 private-fund managers
Number of fundsTop 4%
More funds than 96% of fund managers
EmployeesTop 20%
More than 80% of 16,825 advisers

Assets under management

$19.56Bregulatory AUM
Discretionary $19.56B

Fund type mix

Securitized Asset43
Other Private2