Trinity ALPS Capital
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About the firm
Trinity Alps Capital is a boutique institutional investment manager comprised of passionate, dedicated, and innately collaborative professionals with a singular goal to protect and grow clients' capital over the long-term. Offering global private investment and public equity strategies, the firm leverages experience, fundamental research process, and relationship capital to identify high-conviction investment opportunities in pursuit of superior risk-adjusted returns. Founded in 2017 by Raj Venkatesan and headquartered in San Francisco, the firm is 100% employee-owned.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Trinity Alps offers private equity and public equity strategies including Global Equity Concentrated and Private Opportunities.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 1 | $3.3M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 16 | $1.1B |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $50M (Option 1) | 0.85% |
| Next $150M (Option 1) | 0.70% |
| Over $200M (Option 1) | 0.65% |
| Flat rate (Option 2) | 0.50% |
| Global Concentrated Strategy | 1.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trinity ALPS Capital has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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