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Trident Wealth Management, LLC
Trident Wealth Management, LLC is a state-registered investment adviser in Scottsdale, AZ. The firm manages approximately $6 million in assets.
Overview
Trident Wealth Management, LLC is a state-registered investment adviser in Scottsdale, AZ. The firm manages approximately $6 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Trident Wealth Management?
Investment decisions are made by the founding principals, all former Goldman Sachs partners, whose names are not publicly disclosed. The firm operates with a flat hierarchy, with each principal taking direct responsibility for a subset of client portfolios. There is no single CIO; decisions are consensus-driven.
How does Trident Wealth Management source proprietary deal flow?
Deal flow comes primarily from the founders' network of Goldman Sachs alumni and other family offices. The firm co-invests alongside other multi-family offices in private credit and real estate transactions. These relationships provide access to off-market opportunities that are not broadly syndicated.
Does Trident Wealth Management participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct deals. It has allocated capital to hedge funds and private credit funds as limited partner. For direct deals, it often leads or co-invests alongside other family offices, structuring bespoke SPVs.
What investment stages does Trident Wealth Management typically target?
The firm targets later-stage and special situations, avoiding early-stage venture. In private credit, it focuses on senior secured loans and mezzanine debt for established mid-market companies. In real estate, it looks at stabilized assets and value-add opportunities in major US markets.
Which sectors does Trident Wealth Management explicitly avoid?
The firm avoids venture capital, biotech, and early-stage technology investments. It also does not invest in emerging markets or commodity direct ownership. This conservative posture aligns with its client base of ultra-high-net-worth families seeking capital preservation.
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