Investment adviser · CRD 110798
TRINITY CAPITAL INVESTORS
Investment adviser filing (IA)
JACKSON, MS, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $458M Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 8 | $233,064,138 | 50.9% |
| Other clients | 6 | $117,761,674 | 25.7% |
| Government entities | 19 | $103,036,467 | 22.5% |
| Charities | Fewer than 5 | $4,172,041 | 0.9% |
| Corporations & businesses | Fewer than 5 | $247,812 | 0.1% |
Filing source
Form ADV 2068998 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
1675 LAKELAND DRIVE, STE 400JACKSON, MS, 39216, United States
CRD 110798
Filing source
Form ADV 2068998 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.