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TRINITY NECHES
Legal name: THIEL INVESTMENT MANAGEMENT COMPANY, LLC
CRD 282631File 801-136328
APPROVED
Retail clients
Disclosure events
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$120.4M
Bottom 25% of cohort (national)
Discretionary AUM
$117.2M
Non-discretionary $3.2M
Clients
72
180 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 21, 2026
- Principal office
- Not reported
- Phone
- 713-248-8129
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.4M
- Discretionary AUM
- $117.2M
- Non-discretionary AUM
- $3.2M
- Discretionary accounts
- 173
- Non-discretionary accounts
- 7
- Total accounts
- 180
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $92.8M |
| Pension and profit sharing plans | Fewer than 5 | $16.0M |
| Individuals (other than high net worth individuals) | 36 | $11.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.