Trident Wealth Management, LLC

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.

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.

It is a multi-family office, but it deliberately limits the number of families it serves to maintain a single-family-office feel. The firm does not operate as a venture firm; it focuses on private credit, real estate, and hedge funds. It does not make early-stage equity investments.

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.

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.

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.

The firm was founded by former Goldman Sachs partners but is independent and unaffiliated with Goldman Sachs. The founders' backgrounds at Goldman provide a sourcing advantage, but no ongoing institutional relationship exists. The firm is a registered investment advisor under the SEC.