Trinity Capital Adviser LLC
● SEC registered since 2024CRD 326133SEC# 801-129747Phoenix, AZ
Ranks #5,386 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$157.6M
Fund GAV
$30.9M
Private funds
1
Employees
106
Accounts
2
Location
Phoenix, AZ
Trinity Capital Adviser LLC assets under management
Trinity Capital Adviser LLC is an investment advisory firm registered with the SEC based in Phoenix, AZ. The firm has been registered since 2024. It reports $157.6 million in regulatory assets under management and employs 106 people. Trinity Capital Adviser LLC manages 1 private fund with combined gross assets of $30.9 million, including Direct Lending 2025 LLC. By regulatory assets, it ranks 5,386 of 6,004 private fund managers.
Trinity Capital Adviser LLC private funds
1 funds · $30.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Direct Lending 2025 LLC | Private Equity | $30.9M | — |
Trinity Capital Adviser LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerald Harder Control | Chief Operating Officer | Under 5% | 2025 |
| Kyle Steven Brown Control | Ceo | Under 5% | 2023 |
| Michael Testa Control | Cfo And Treasurer | Under 5% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Trinity Capital Adviser LLC manage?
Trinity Capital Adviser LLC reports $157.6 million in regulatory assets under management on its Form ADV.
How many private funds does Trinity Capital Adviser LLC manage?
Trinity Capital Adviser LLC manages 1 private funds with combined gross assets of $30.9 million.
How many employees does Trinity Capital Adviser LLC have?
Trinity Capital Adviser LLC reports 106 employees.
Where is Trinity Capital Adviser LLC located?
Trinity Capital Adviser LLC is based in Phoenix, AZ and has been SEC-registered since 2024.
Does Trinity Capital Adviser LLC disclose fund performance?
Trinity Capital Adviser LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 North 1st St, Suite 302, Phoenix, AZ 85004-2306 |
| Phone | 480-374-5350 |
| Fax | 480-546-5349 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157.6M▲ 110%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
AUM vs fund managersTop 90%
Larger than 10% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$157.6Mregulatory AUM
Discretionary $157.6M