TRINITY CAPITAL ADVISER LLC
CRD #326133 SEC #801-129747 PHOENIX, AZ 480-374-5350
SEC Registered Private Funds
Total AUM
$75.2M
Discretionary
$75.2M
Employees
89
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Brown, Kyle, Steven | I | CEO, PRESIDENT, AND CIO | NA | Control |
| Brown, Kyle, Steven | I | CEO, PRESIDENT, AND CIO | NA | Control |
| Brown, Kyle, Steven | I | CEO | NA | Control |
| Brown, Kyle, Steven | I | CEO | NA | Control |
| Harder, Gerald | I | CHIEF OPERATING OFFICER | NA | Control |
| Kundich, Ronald | I | CHIEF CREDIT OFFICER | NA | Control |
| Stanton, Sarah | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Stanton, Sarah | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Stanton, Sarah | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND SECRETARY | NA | Control |
| Stanton, Sarah | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND SECRETARY | NA | Control |
| Testa, Michael | I | CFO AND TREASURER | NA | Control |
| Testa, Michael | I | CFO AND TREASURER | NA | Control |
| Testa, Michael | I | CFO AND TREASURER | NA | Control |
| Testa, Michael | I | CFO AND TREASURER | NA | Control |
| TRINITY CAPITAL INC. | DE | SOLE MEMBER | E | Control |
| TRINITY CAPITAL INC. | DE | SOLE MEMBER | E | Control |
| TRINITY CAPITAL INC. | DE | SOLE MEMBER | E | Control |
| TRINITY CAPITAL INC. | DE | SOLE MEMBER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
AZ CA
Address
1 NORTH 1ST STSUITE 302
PHOENIX, AZ 85004-2306
United States
Phone: 480-374-5350