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TRINITY VENTURES

· CRD 159537 · IAPD ↗ · trinityventures.com · 408-355-5184

$1.17BRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

85
November 2024 — TRINITY VENTURES (location n/a) is newly SEC-registered with $1.29B RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.