TRINITY CAPITAL MANAGEMENT, LLC
CRD #143097 SEC #801-67581 SANTA BARBARA, CA 805-963-0500
SEC Registered
Total AUM
$453.5M
Discretionary
$450.4M
Employees
5
Clients
251
Accounts
937
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $453.5M | $450.4M | $3.1M | 5 | 0 |
| Mar 2025 | $453.5M | $450.4M | $3.1M | 5 | 0 |
| Feb 2024 | $413.7M | $413.3M | $406.5K | 5 | 0 |
| Mar 2023 | $382.7M | $378.6M | $4.1M | 5 | 0 |
| Mar 2022 | $392.8M | $391.9M | $893.6K | 5 | 0 |
| Mar 2021 | $340.6M | $337.3M | $3.4M | 6 | 0 |
| Jun 2020 | $286.3M | $284M | $2.3M | 6 | 0 |
| Feb 2020 | $286.3M | $284M | $2.3M | 6 | 0 |
| Mar 2019 | $262.2M | $249.9M | $12.3M | 6 | 0 |
| Mar 2018 | $264.7M | $252.6M | $12.1M | 6 | 0 |
| Mar 2017 | $237.4M | $228.6M | $8.8M | 5 | 300 |
| Mar 2016 | $196M | $187.1M | $8.9M | 5 | 300 |
| Mar 2015 | $169.6M | $161.4M | $8.2M | 5 | 300 |
| Mar 2014 | $147.3M | $147.3M | $0 | 5 | 500 |
| Mar 2013 | $134M | $134M | $0 | 2 | 300 |
| Aug 2012 | $131.3M | $131.3M | $0 | 1 | 300 |
| Mar 2012 | $131.3M | $131.3M | $0 | 1 | 300 |
| Mar 2009 | $102.8M | $102.8M | $0 | 5 | -- |
| Mar 2008 | $92.4M | $92.4M | $0 | 5 | -- |
| Nov 2007 | $70M | $70M | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$453.5M
Discretionary$450.4M
Non-Disc.$3.1M
Employees5
Clients0
DateMar 2025
Total AUM$453.5M
Discretionary$450.4M
Non-Disc.$3.1M
Employees5
Clients0
DateFeb 2024
Total AUM$413.7M
Discretionary$413.3M
Non-Disc.$406.5K
Employees5
Clients0
DateMar 2023
Total AUM$382.7M
Discretionary$378.6M
Non-Disc.$4.1M
Employees5
Clients0
DateMar 2022
Total AUM$392.8M
Discretionary$391.9M
Non-Disc.$893.6K
Employees5
Clients0
DateMar 2021
Total AUM$340.6M
Discretionary$337.3M
Non-Disc.$3.4M
Employees6
Clients0
DateJun 2020
Total AUM$286.3M
Discretionary$284M
Non-Disc.$2.3M
Employees6
Clients0
DateFeb 2020
Total AUM$286.3M
Discretionary$284M
Non-Disc.$2.3M
Employees6
Clients0
DateMar 2019
Total AUM$262.2M
Discretionary$249.9M
Non-Disc.$12.3M
Employees6
Clients0
DateMar 2018
Total AUM$264.7M
Discretionary$252.6M
Non-Disc.$12.1M
Employees6
Clients0
DateMar 2017
Total AUM$237.4M
Discretionary$228.6M
Non-Disc.$8.8M
Employees5
Clients300
DateMar 2016
Total AUM$196M
Discretionary$187.1M
Non-Disc.$8.9M
Employees5
Clients300
DateMar 2015
Total AUM$169.6M
Discretionary$161.4M
Non-Disc.$8.2M
Employees5
Clients300
DateMar 2014
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees5
Clients500
DateMar 2013
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees2
Clients300
DateAug 2012
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees1
Clients300
DateMar 2009
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--