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CRD 326133
PHOENIX, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| EPT 16 LLC | Private Equity Fund | $60.0M | Jul 19, 2024 | 2 | Jul 19, 2024 | reported | 021-518385 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Brown, Kyle, Steven | CEO, PRESIDENT, AND CIO | Na | yes | 04/2023 | Feb 22, 2024 | Jul 19, 2024 |
| Stanton, Sarah | CHIEF COMPLIANCE OFFICER | Na | yes | 04/2023 | Feb 22, 2024 | Jul 19, 2024 |
| Testa, Michael | CFO AND TREASURER | Na | yes | 04/2023 | Feb 22, 2024 | Jul 19, 2024 |
| TRINITY CAPITAL INC. | SOLE MEMBER | E | yes | 03/2023 | Feb 22, 2024 | Jul 19, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SOLANA BEACH | CA | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $158M | $158M | 106 | 66 | 1 | 1 | n/a |
| 2024 | Mar 28, 2025 | $75.2M | $75.2M | 89 | 61 | 1 | 1 | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $158M | $75.2M | 109.6% | n/a | n/a | 106 | 89 | 1 | 1 |