Director · Trinitas Capital Management
Andrew G. Bernstein
CRD 3005866 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Trinitas Capital Management, an SEC-registered private fund adviser based in Dallas, TX with $19.6 billion in regulatory assets, lists Andrew G. Bernstein on its Form ADV as Director, a control person. The SEC filings also name Andrew at 1 other registered adviser.
Firms and roles
- Trinitas Capital ManagementDirectorPrivate fund adviser · Dallas, TX · $20B in regulatory assets
- Capital Dynamics, Inc.Executive Committee MemberPrivate fund adviser · New York, NY · $2.7B in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (20)
- Gibran W. MahmudDirector, Chief Executive Officer, Trinitas Capital Management
- Brent A. BossartDirector/owner, Trinitas Capital Management
- Philip R. BranerVP and Chief Operating Officer, Trinitas Capital Management
- John J. FrishkopfDirector, Trinitas Capital Management
- Fred EbrahemiDirector, Trinitas Capital Management
15 more people named with Andrew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 20 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.