Managing Member · Trinity Investment Management, LLC
William D. Zerrusen
CRD 5725018 · Named on Form ADV at one SEC-registered adviser
At a glance
Trinity Investment Management, LLC, an SEC-registered asset manager based in Fort Worth, TX with $126 million in regulatory assets, lists William D. Zerrusen on its Form ADV as Managing Member, a control person.
Firms and roles
- Trinity Investment Management, LLCManaging MemberAsset manager · Fort Worth, TX · $126M in regulatory assets
AtlasMembers
William’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- 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
- Samuel J. SaladinoManaging Director, Managing Member and Chief Compliance Officer, Trinity Investment Management, LLC
- Columba J. ReidManaging Manager, Trinity Investment Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.