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TRIDENT MANAGEMENT LLC

NEW YORK, NY · CRD 319632 · IAPD ↗ · trident.co · 917-781-4811

$205.1MRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

47
April 2026 — TRIDENT MANAGEMENT LLC reported RAUM up 36% ($150.4M -> $205.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2025 — TRIDENT MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered with $150.4M RAUM and 8 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.