TRIDENT MANAGEMENT LLC
Adviser information for TRIDENT MANAGEMENT LLC last updated from Form ADV on February 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-126666 |
|---|---|
| SEC ERA File Number | 802-126666 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319632 |
| Legal Entity Identifier | None |
Principal Office
261 FIFTH AVENUESUITE 2202
NEW YORK
NY
United States
Monday - Friday, 9-6
Tel: 202-361-0988, Fax: None
Chief Compliance Officer
ARON BETRU
COO & CSO
261 FIFTH AVENUE
SUITE 2202
NEW YORK
NY
United States
Tel:
202-361-0988
A***@*********O
(Full email address available in API data)
Industry Affiliates
| TRIDENTX INC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TRIDENT AMERICAN DREAMS FUND I LP | Private Equity Fund | $113.0M | $1.0M | 17 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAYLOR, ERIC | Individual | – | CEO & CIO | 06/2021 | 50-75% |
| BETRU, ARON | Individual | – | COO & CSO & CCO | 08/2021 | 5-10% |
| RATHBORNE, ALEXIS, S | Individual | – | MANAGING DIRECTOR | 06/2021 | < 5% |
| WOOD, NICHOLAS | Individual | – | CTO | 06/2021 | 5-10% |
| TRIDENT PARENT LLC | Domestic Entity | TRIDENT MANAGEMENT HOLDINGS, LP, | ACTIVE | 06/2021 | > 75% |
| TAYLOR, ERIC | Individual | TRIDENT PARENT LLC | CEO | 06/2021 | 50-75% |
| TRIDENT MANAGEMENT GP INC | Domestic Entity | TRIDENT PARENT LLC | GENERAL PARTNER | 06/2021 | > 75% |
| TRIDENT MANAGEMENT HOLDINGS, LP, | Domestic Entity | – | DIRECT OWNER OF INVESTMENT MANAGER | 06/2021 | > 75% |