Trinexus Capital, LLC

TriNexus Capital provides investment management to individuals and institutional investors through separately managed accounts, working with family offices, endowments, foundations, pensions and other advisers. As of March 2026 the firm reported approximately $16.8 million in assets under management across nine client accounts and two investment professionals.

The firm combines quantitative and fundamental analysis, relying on proprietary, empirically tested factor models (including measures of financial strength, valuation and momentum) to actively manage equity strategies and may invest in small- and mid-cap, non‑U.S. and emerging market securities and engage in short selling. Its investment process and fee arrangements can lead to relatively active trading and the firm may be compensated with both management fees and performance fees (performance fees subject to a high‑water mark).

Noteworthy among peers is the firm’s small, CFA‑credentialed principal team with institutional experience and detailed written policies to address conflicts from side‑by‑side management and performance fees. The firm also maintains formal compliance controls—pre‑clearance and reporting for personnel trades, a prohibition on soft‑dollar arrangements, and the ability to manage both discretionary assets and a portion of non‑discretionary separately managed accounts while permitting client‑directed brokerage and aggregated trade execution where appropriate.