Unclaimed Profile

Brian Barry

TREND CAPITAL MANAGEMENT LP·BOCA RATON, Florida

Clean recordTREND CAPITAL MANAGEMENT LP

1800 N. MILITARY TRAIL, BOCA RATON, FL 33431CRD# 6131589Firm CRD# 160023

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Barry · BOCA RATON, FL

Registration

CRD #6131589 · TREND CAPITAL MANAGEMENT LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Barry is a registered financial advisor based in BOCA RATON, Florida, affiliated with TREND CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TREND CAPITAL MANAGEMENT LP

AUM

$739M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TREND CAPITAL MANAGEMENT LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6131589

Firm CRD# 160023

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Barry offer?

Brian Barry specializes in Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.

What are Brian Barry's credentials?

Brian Barry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Barry located?

Brian Barry is based in BOCA RATON, Florida, working with TREND CAPITAL MANAGEMENT LP. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Brian Barry charge for services?

Brian Barry's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TREND CAPITAL MANAGEMENT LP?

TREND CAPITAL MANAGEMENT LP has approximately 15 employees and manages $739M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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