Trimer Capital Management Lp
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Overview
Trimer Capital Management Lp is a financial advisory firm that has its headquarters in San Francisco, California. The firm administers $694.7 million in assets throughout nine customer accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). Trimer Capital Management Lp has a small group, including 5 financial advisors. Trimer Capital Management Lp does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as bonds, equities and options.
Trimer Capital Management Lp manages some of the firm's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction decisions without requiring client consent. The firm also administers six non-discretionary accounts totaling $391.1 million in AUM. The investment advisory firm's average account size is $77.2 million. The average advisor at Trimer Capital Management Lp administers around two client accounts, placing it among the most individualized advisor firms in the country.
The firm's main office is at 535 Mission St, San Francisco, California 94105. The company is allowed to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Trimer Capital Management Lp by the Numbers
$694.7 million
5
9
$77.2 million
Fee Structure
A financial advisor's fees usually depend on which service is provided. However, fee types billed by Trimer Capital Management Lp likely consist of some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its nine accounts, Trimer Capital Management Lp's biggest client group by number of accounts is pooled investment vehicles. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Trimer Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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