Trinity Street Asset Management
Trinity Street Asset Management is a London-based boutique investment manager founded in 2002, managing US$9.2 billion in concentrated long-only Global and International equity strategies for primarily US-based institutional clients.
- Company typePrivate
- Founded2002
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Trinity Street Asset Management does
Trinity Street Asset Management is a London-headquartered boutique investment management firm founded in 2002 that runs long-only Global and International equity strategies for institutional clients. The firm manages approximately US$9.2 billion in assets under management as of March 2026, employing a concentrated portfolio construction approach capped at 35 holdings and an investment philosophy centered on identifying companies undergoing positive structural change. The firm is owned and operated as a partnership by its senior investment and operational staff, with fewer than 30 employees supporting a focused, high-engagement model.
The majority of assets under management are managed on behalf of US-based institutional clients, with a US subsidiary supporting direct engagement in that market. The firm is regulated by the UK Financial Conduct Authority (reference 221438) and registered with the US Securities and Exchange Commission (CRD 152728), and distributes strategies to European investors via the Montlake UCITS Platform in Ireland. In April 2024, iM Global Partner acquired a minority stake, broadening Trinity Street's access to a global multi-boutique distribution network.
The firm's revenue model is based on management fees charged as a percentage of assets under management, with no indication of disclosed performance fees in the source material. The partnership ownership structure and minority investment from iM Global Partner indicate an ownership transition that aligns senior staff with long-term franchise value while bringing in a strategic distribution partner. Operational build-out through senior hires in compliance, portfolio management, and product and risk functions during 2023-2026 signals investment in institutional-grade governance and product structuring capability.
Trinity Street Asset Management firmographics
Firmographics- Name
- Trinity Street Asset Management
- Legal name
- Trinity Street Asset Management LLP
- Website
- https://trinitystreetam.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Trinity Street Asset Management is a London-based boutique investment manager founded in 2002, managing US$9.2 billion in concentrated long-only Global and International equity strategies for primarily US-based institutional clients.
- Ownership category
- akta.pro rank
Trinity Street Asset Management industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds) (FSAAAJAA)
Keywords
Where Trinity Street Asset Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Trinity Street Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Management Fees: The firm generates revenue through management fees charged on assets under management. With US$9.2 billion in AUM as of March 2026, the firm operates as a long-only equity fund manager offering Global and International strategies.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Trinity Street Asset Management product offering
Product offeringCore offering
Trinity Street Asset Management is a London-based boutique investment manager that manages long-only equity funds through two strategies—Global and International—using a concentrated portfolio approach capped at 35 stocks per portfolio. The flagship offering is the Trinity Street Global Equity UCITS Fund, distributed via the Montlake UCITS Platform across EUR, GBP, and USD share classes, with US$9.2 billion in assets under management as of 31 March 2026 on behalf of predominantly US-based institutional clients.
Product overview
Trinity Street Asset Management is a boutique investment management firm offering long-only equity funds through two strategies: Global and International. The core product is the Trinity Street Global Equity UCITS Fund, distributed via the Montlake UCITS Platform, available in multiple share classes (EUR, GBP, USD) with different pool types (Class X, Class A, Class E). The firm employs a concentrated investment approach with a targeted maximum of 35 stocks per portfolio, focusing on companies undergoing positive structural under-recognised change.
Differentiator
Problem solved
Functional benefit
Brands
- Trinity Street Global Equity UCITS Fund: UCITS fund managed by Trinity Street through the Montlake UCITS Platform ICAV, available in multiple share classes (EUR, GBP, USD) with various pool types (Class X, A, E).
Products and services
- Trinity Street Global Equity UCITS Fund A UCITS-compliant long-only equity fund investing in global and international equities, managed through a concentrated portfolio approach targeting a maximum of 35 stocks per portfolio, focused on companies undergoing positive structural under-recognised change. Available in EUR, GBP, and USD share classes via the Montlake UCITS Platform ICAV for institutional investors.
- International Equity Strategy Trinity Street's long-only International equity strategy, paired with its Global strategy, managed through a concentrated 35-stock portfolio approach for institutional clients seeking non-US international equity exposure.
Companies that use Trinity Street Asset Management
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Trinity Street Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Trinity Street Asset Management partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Trinity Street Asset Management competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Trinity Street Asset Management social profiles
Digital presenceTrinity Street Asset Management compliance and trust
Trust signalCompliance4 records
Trinity Street Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trinity Street Asset Management leadership team
Management profileNumber of profiles
Profiles16 records
Trinity Street Asset Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Trinity Street Asset Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trinity Street Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trinity Street Asset Management
What does Trinity Street Asset Management do?
Trinity Street Asset Management is a London-based boutique investment manager that manages long-only equity funds through two strategies—Global and International—using a concentrated portfolio approach capped at 35 stocks per portfolio. The flagship offering is the Trinity Street Global Equity UCITS Fund, distributed via the Montlake UCITS Platform across EUR, GBP, and USD share classes, with US$9.2 billion in assets under management as of 31 March 2026 on behalf of predominantly US-based institutional clients.
Is Trinity Street Asset Management a public or private company?
Trinity Street Asset Management is a private company. It is classified as corporate owned and is currently operating.
When was Trinity Street Asset Management founded?
Trinity Street Asset Management was founded in 2002. It employs 11 to 50 people.
Where is Trinity Street Asset Management based?
Trinity Street Asset Management is headquartered in London, United Kingdom, in the Europe region.
How does Trinity Street Asset Management make money?
One revenue line is on record: asset Management Fees.
Does Trinity Street Asset Management have an API?
No public API is recorded for Trinity Street Asset Management.
What industry is Trinity Street Asset Management in?
Trinity Street Asset Management's product category is Institutional Asset Management. Its primary akta.pro industry code is FSAAAJAA, Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds). Its NAICS code is 523940 and its SIC code is 6282.