TRIUMPH CAPITAL MANAGEMENT

https://twitter.com/triumph_info DENVER, CO Investment Advisor How do I update this listing?

Triumph Capital Management is based out of Denver. Triumph Capital Management is a large advisory firm with 2233 clients and discretionary assets under management (AUM) of $372,911,856 (Form ADV from 2021-03-29). Their last reported 13F filing for Q2 2021 included $171,220,000 in managed 13F securities and a top 10 holdings concentration of 39.69%. Triumph Capital Management's largest holding is Invesco QQQ Trust Series 1 with shares held of 46,596. Whalewisdom has at least 1 13F filings

Download 13F Summary Create Alert

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 6.3%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TRIUMPH CAPITAL MANAGEMENT
1610 WYNKOOP STREET, SUITE 550
DENVER CO    80202
Country: United States

Business Phone: 720-399-5555
Fax: 720-399-5560
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CO
Number of employees: 15
Other Business Activities: insurance broker or agent,,FIXED/HEALTH/PROPERTY & CASUALTY INSURANCE
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 2233
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

TRIUMPH CAPITAL MANAGEMENT

ownership team - last updated 2021-03-29
Name Title Start Date Direct/Indirect % Ownership
EICHENWALD, DEREK, NATHAN PRESIDENT 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT PRESIDENT direct 2016-01-01
DRESPLING, BRANDON, CARL CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-01-01
EICHENWALD, DEREK, NATHAN PRESIDENT 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT PRESIDENT direct 2016-01-01
DRESPLING, BRANDON, CARL CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-01-01

TRIUMPH CAPITAL MANAGEMENT

ownership team - last updated 2020-10-20
Name Title Start Date Direct/Indirect % Ownership
EICHENWALD, DEREK, NATHAN PRESIDENT 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT PRESIDENT direct 2016-01-01
DRESPLING, BRANDON, CARL CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-01-01

TRIUMPH CAPITAL MANAGEMENT

ownership team - last updated 2020-06-24
Name Title Start Date Direct/Indirect % Ownership
EICHENWALD, DEREK, NATHAN PRESIDENT 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT PRESIDENT direct 2016-01-01
DRESPLING, BRANDON, CARL CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-01-01

TRIUMPH CAPITAL MANAGEMENT

ownership team - last updated 2020-02-11
Name Title Start Date Direct/Indirect % Ownership

TRIUMPH CAPITAL MANAGEMENT

ownership team - last updated 2019-11-27
Name Title Start Date Direct/Indirect % Ownership
EICHENWALD, DEREK, NATHAN PRESIDENT 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT PRESIDENT direct 2016-01-01
DRESPLING, BRANDON, CARL CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-01-01

TRIUMPH CAPITAL MANAGEMENT

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
EICHENWALD, DEREK, NATHAN PRESIDENT 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT PRESIDENT direct 2016-01-01
DRESPLING, BRANDON, CARL CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-01-01

TRIUMPH CAPITAL MANAGEMENT

ownership team - last updated 2017-08-29
Name Title Start Date Direct/Indirect % Ownership
DRESPLING, BRANDON, CARL CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-01-01
EICHENWALD, DEREK, NATHAN PRESIDENT 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRIUMPH CAPITAL MANAGEMENT PRESIDENT direct 2016-01-01

Elevate your investments