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Carlo De Serpa Pimentel

TRINITAS CAPITAL MANAGEMENT, LLC·DALLAS, Texas
Clean recordTRINITAS CAPITAL MANAGEMENT, LLC
200 CRESCENT COURT, DALLAS, TX 75201-1834CRD# 7359084Firm CRD# 281328

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carlo De Serpa Pimentel · DALLAS, TX
Registration
CRD #7359084 · TRINITAS CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carlo De Serpa Pimentel is a registered financial advisor based in DALLAS, Texas, affiliated with TRINITAS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TRINITAS CAPITAL MANAGEMENT, LLC
TRINITAS CAPITAL MANAGEMENT
AUM
$12.9B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at TRINITAS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7359084
Firm CRD# 281328
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carlo De Serpa Pimentel offer?
Carlo De Serpa Pimentel specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Carlo De Serpa Pimentel's credentials?
Carlo De Serpa Pimentel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlo De Serpa Pimentel located?
Carlo De Serpa Pimentel is based in DALLAS, Texas, working with TRINITAS CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Carlo De Serpa Pimentel charge for services?
Carlo De Serpa Pimentel'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 TRINITAS CAPITAL MANAGEMENT, LLC?
TRINITAS CAPITAL MANAGEMENT, LLC has approximately 18 employees and manages $12.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Joseph Frishkopf
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Karla L Boyd
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