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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

TRIDENT MANAGEMENT LLC

CRD 319632

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0864c83-8864-4e07-2230-1a8da085ecfc

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 3
Observed: Apr 30, 2022 to Mar 31, 2026
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Trident Management LLC

Private equity manager · cited, shared crd

Independent Sponsorsidentity

Trident Management LLC

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

Trident Management LLC

Manager with allocator commitments · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $205MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $205M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-134041
CRD: 319632
Filings on the tape: 3
First filed: Apr 30, 2022
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: trident.co

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TRIDENT AMERICAN DREAMS FUND I LP	Private Equity Fund	$113M	Feb 7, 2024	17	Apr 30, 2022	reported	021-415399

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BETRU, ARON	Coo&cso	A	yes	08/2021	Apr 30, 2022	Apr 30, 2022
RATHBORNE, ALEXIS, S	MANAGING DIRECTOR	Na	yes	06/2021	Apr 30, 2022	Apr 30, 2022
REYES, MARLIN	CHIEF COMPLIANCE OFFICER	Na	yes	12/2021	Apr 30, 2022	Apr 30, 2022
TAYLOR, ERIC	CEO & CIO	D	yes	06/2021	Apr 30, 2022	Apr 30, 2022
TAYLOR, ERIC	Ceo	D	yes	06/2021	Apr 30, 2022	Apr 30, 2022
TRIDENT MANAGEMENT GP INC	GENERAL PARTNER	E	yes	06/2021	Apr 30, 2022	Apr 30, 2022
TRIDENT MANAGEMENT HOLDINGS, LP,	DIRECT OWNER OF INVESTMENT MANAGER	E	yes	06/2021	Apr 30, 2022	Apr 30, 2022
TRIDENT PARENT LLC	Active	E	yes	06/2021	Apr 30, 2022	Apr 30, 2022
WOOD, NICHOLAS	Cto	A	yes	06/2021	Apr 30, 2022	Apr 30, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TRIDENTX INC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$205M	$205M	10	8	0	2	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$205M	n/a	n/a	n/a	n/a	10	n/a	0	n/a

Relationships

Advises (1)

→ TRIDENT AMERICAN DREAMS FUND I LPPrivate fundPrivate Equity Fund, ERA
Apr 30, 2022 to presentfactForm ADV

Controls (8)

← BETRU, ARONOwnerCOO&CSO, ownership code A, individual
Apr 30, 2022 to Apr 30, 2022factForm ADV
← RATHBORNE, ALEXIS, SOwnerMANAGING DIRECTOR, ownership code NA, individual
Apr 30, 2022 to Apr 30, 2022factForm ADV
← TAYLOR, ERICOwnerCEO, ownership code D, individual
Apr 30, 2022 to Apr 30, 2022factForm ADV
← REYES, MARLINOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 30, 2022 to Apr 30, 2022factForm ADV
← WOOD, NICHOLASOwnerCTO, ownership code A, individual
Apr 30, 2022 to Apr 30, 2022factForm ADV
← TRIDENT MANAGEMENT GP INCOwnerGENERAL PARTNER, ownership code E, domestic entity
Apr 30, 2022 to Apr 30, 2022factForm ADV
← TRIDENT MANAGEMENT HOLDINGS, LP,OwnerDIRECT OWNER OF INVESTMENT MANAGER, ownership code E, domestic entity
Apr 30, 2022 to Apr 30, 2022factForm ADV
← TRIDENT PARENT LLCOwnerACTIVE, ownership code E, domestic entity
Apr 30, 2022 to Apr 30, 2022factForm ADV

Dated events

Occurred
Apr 30, 2022
First Form ADV filing
Trident Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0864c83-8864-4e07-2230-1a8da085ecfc
First observed: Apr 30, 2022
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRIDENT MANAGEMENT LLC

CRD 319632

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0864c83-8864-4e07-2230-1a8da085ecfc

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TRIDENT AMERICAN DREAMS FUND I LP

Private Equity Fund

$113M

Feb 7, 2024

Apr 30, 2022

reported

021-415399

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BETRU, ARON

Coo&cso

yes

08/2021

Apr 30, 2022

RATHBORNE, ALEXIS, S

MANAGING DIRECTOR

yes

06/2021

Apr 30, 2022

REYES, MARLIN

CHIEF COMPLIANCE OFFICER

yes

12/2021

Apr 30, 2022

TAYLOR, ERIC

CEO & CIO

yes

06/2021

Apr 30, 2022

TAYLOR, ERIC

Ceo

yes

06/2021

Apr 30, 2022

TRIDENT MANAGEMENT GP INC

GENERAL PARTNER

yes

06/2021

Apr 30, 2022

TRIDENT MANAGEMENT HOLDINGS, LP,

DIRECT OWNER OF INVESTMENT MANAGER

yes

06/2021

Apr 30, 2022

TRIDENT PARENT LLC

Active

yes

06/2021

Apr 30, 2022

WOOD, NICHOLAS

Cto

yes

06/2021

Apr 30, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TRIDENTX INC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$205M

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

$205M

n/a