AUMdb

Trident Capital, Inc.

State-registered Investment Adviser CRD 160095 · SEC file 802-107544 · San Mateo, CA · WWW.TRIDENTCAPITAL.COM
☆ Save with Pro ADV data as of Jun 30, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $173M combined gross assets

FundTypeDomicileGross assetsOwners
Trident Capital Fund Vi, L.P. Venture Capital Fund Delaware $110M 69
Trident Capital Fund Vii, L.P. Venture Capital Fund Delaware $57.8M 37
Trident Capital Fund Vi Principals Fund, L.L.C. Venture Capital Fund Delaware $4.2M 11
Trident Capital Fund Vii Principals Fund, L.L.C. Venture Capital Fund Delaware $1.6M 14

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Main Line Health, Inc. Retirement Income Plan Main Line Health, Inc. 2024

Private funds (4, $173M gross assets)

FundTypeGross assetsMin. investmentOwners
Trident Capital Fund Vi, L.P. Venture Capital Fund $110M $500K 69
Trident Capital Fund Vii, L.P. Venture Capital Fund $57.8M $1.0M 37
Trident Capital Fund Vi Principals Fund, L.L.C. Venture Capital Fund $4.2M $200K 11
Trident Capital Fund Vii Principals Fund, L.L.C. Venture Capital Fund $1.6M $100K 14

From Form ADV Section 7.B private fund reporting.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
Main Line Health, Inc. Retirement Income Plan Main Line Health, Inc. 10,364 $1.6B 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/30/2026 1.32 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.

View current Form ADV (SEC/IAPD) ↗