Raj David Venkatesan
Investment adviser representative at Trinity Alps Capital
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Trinity Alps CapitalJan 2026 to now
- Trinity Alps Capital Partners LPAug 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Trinity Alps Capital
Legal name: Trinity Alps Capital Partners, LP
$1.1BAssets managed
17Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2759500
- Firm CRD
- 287741