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Andrew Bernstein

Director at Trinitas Capital Management

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Andrew Bernstein is Director of Trinitas Capital Management, LLC, a Dallas investment adviser.

Role at Trinitas Capital Management

Title on Schedule A
Director
Control
Andrew Bernstein is a control person of Trinitas Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Andrew Bernstein has held the filed role since November 2017.

The firm

Trinitas Capital Management, LLC
Dallas, TX

Form ADV filed 30 March 2026

$19.6B AUM45 clients20 advisers1 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Andrew Bernstein is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Andrew Bernstein
CRD
3005866
Firm
Trinitas Capital Management, LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Andrew Bernstein work?

Andrew Bernstein has been Director of Trinitas Capital Management, LLC since November 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Trinitas Capital Management

Sources

  1. IAPD individual lookup, CRD 3005866. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Trinitas Capital Management, LLC, filed 30 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Andrew Bernstein or Trinitas Capital Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.