Trimon Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$961,367
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Trimon Capital provides discretionary portfolio management to pooled and institutional clients and also offers advisory services to individuals, charitable organizations, and businesses using model portfolios and integrated planning (risk, tax, retirement, and estate considerations). The firm documents client objectives in individualized Investment Policy Statements and generally implements advice through model allocations ranging from aggressive growth to conservative income.
The firm’s investment approach combines technical, fundamental and cyclical analysis with Modern Portfolio Theory to construct diversified model portfolios and may use both long- and short-term trading techniques, including option writing. Trimon explicitly discloses use of derivatives — options and futures — and notes it may employ these instruments in separately managed accounts and engage in frequent trading when deemed suitable.
Noteworthy aspects relative to peers include the firm’s provision of client education via seminars and participation in custodian-sponsored educational conferences, a service model that is uncommon among similar investment managers, and its explicit capability to use derivatives in managed accounts. The firm is newly registered and operates as a compact advisory practice whose senior investment professional brings institutional emerging‑markets portfolio management experience along with CFA and advanced legal and finance credentials.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Options & derivatives strategies
Fee options
$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Account minimum: $1,000,000
Main office location
Trimon Capital
Lakewood Ranch FL, United States
Number of offices
1
Most active in
Trimon Capital has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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