TRINITY CAPITAL ADVISER LLC

TRINITY CAPITAL ADVISER LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 326133). Regulatory assets under management: $157.6M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (8)

NameRoleLocation
Michael TestaCFO AND TREASURERLos Alamos, CA
Gerald HarderCHIEF OPERATING OFFICERPhoenix, AZ
Kyle Steven BrownCEO—
Sarah StantonCHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, AND SECRETARY—
Ronald KundichCHIEF CREDIT OFFICERPhoenix, AZ
BROWN TERRY STEVENCEO, PRESIDENT, AND CIO—
Stanton SarahCHIEF COMPLIANCE OFFICER—
Testa MichaelCFO AND TREASURER—

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
DIRECT LENDING 2025 LLCPrivate Equity FundDelaware2$30.9M—

Branch offices (2)

CityStateEmployeesPhone
SAN DIEGOCA12480-374-5350
SAN DIEGOCA12480-374-5350

Fund service providers (1)

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