DBA: TRINITY VENTURES
| Total AUM | $1.17B |
| Discretionary | $1.17B100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $116.6M |
| Employees | 7 |
| Peak AUM | $1.34BMar 2025 |
| AUM CAGR | -6.0% /yrover 2 yrs · 25 filings |
Total AUM
$1.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | 13.1% | 6.0% | — | |
| Discretionary AUM | $1.2B | ||||
| Total AUM | $1.17B |
| Discretionary | $1.17B |
| Employees | 7 |
| Client Accounts | 10 |
Phone
408-355-5184
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 13.1% |
| 6.0% |
| — |
| Total Accounts | 10 | 0.0% | +6.9% | — |
| Avg Account Size | $117M | 13.1% | 12.1% | — |
| Employees | 7 | 0.0% | 0.0% | — |
| AUM / Employee | $167M | 13.1% | 6.0% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.2B | 13.1% | 6.0% | — | |
Client Count Segments | |||||
| Pooled / Fund | 10 | 0.0% | +6.9% | — | |