Trinnacle Capital Management LLC (New York)

Name: Trinnacle Capital Management LLC
Address: 7 World Trade Center, New York, NY, 10007
Telephone: 212-235-7010

Trinnacle Capital Management LLC is a mid-sized advisory firm based in New York. It manages $25.5 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018.

Trinnacle Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trinnacle Capital Management: assets under management

The assets under management (AUM) of Trinnacle Capital Management LLC is $25.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and $16.3 million of the total AUM is attributable to clients outside of the United States.

The firm manages $25.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.38 million each.

Trinnacle Capital Management has custody of $17.5 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trinnacle Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Trinnacle Capital Management serves?

The only and largest group of clients of Trinnacle Capital Management is pooled investment vehicles with 4 clients and $25.5 million of assets under management. Among the 1 most similar advisory firms, Trinnacle Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $25.5 million for 4 clients. 50% of the firm’s clients are foreign persons or businesses.

Trinnacle Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Trinnacle Capital Management LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Kohlmann Kupper	Managing member, chief executive officer and chief compliance officer	1 Oct 2015	25% - 50%	6918528
Joel Nathaniel Bloch	Managing member and chief risk officer	1 Oct 2015	25% - 50%	6918537
Litmore Capital Llc	Member	1 Oct 2015	Other	30-0714591
Christian Nmn Oldendorff	Member	1 Oct 2015	Other	6918546
Madeleine Nmn Altmann	Member	1 Oct 2015	Other	6918555
Arventus Limited	Member	1 Oct 2015	Other	30-0714591

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Karim Nmn Hakimzadeh	Managing member, ceo	1 Nov 2013	75% - 100%	6918561
Arno Nmn Schenk	Owner	1 Dec 2016	50% - 75%	6918563
Madeleine Caroline Lardy Schenk	Owner	1 Dec 2016	50% - 75%	6918565

Based in New York

The principal office where Trinnacle Capital Management LLC performs its advisory services is located at 7 World Trade Center, New York, NY 10007, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-235-7010. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at trinnaclecapital.com/.