Trinity Street Asset Management LLP
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #4155 of mapped providers
Assets under administration$18.4B0.0%Market share · rank #733
Fees received$1MMedian $225,156/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Trinity Street Asset Management LLP plan look like?
Service mix · median fees per plan
Count of plans where Trinity Street Asset Management LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 2 | $573,096 | |
Employee (plan); Recordkeeping feesCode 30 | 1 | $26,334 |
Competitor overlap
Percent of Trinity Street Asset Management LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Trinity Street Asset Management LLP.
| Sponsor | From | Assets |
|---|---|---|
TEAMSTERS LOCAL UNION NO.115 PENSION PLANPA · 236282827-001 | NICHOLAS ZANCZUK | $131M |
Plans lost in 2024
Appeared last year under Trinity Street Asset Management LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | GSO Energy Select Opportunities Fund | $10.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $921,035 | 10y | - |
MULTIPLE EMPLOYERSMD · 521061906-002 | $2.2B | 11,358 | $225,156 | 9y | - |
TEAMSTERS LOCAL UNION NO.115 PENSION PLANPA · 236282827-001 | $131M | 2,097 | $26,334 | 1y | - |
Flag exposure
66.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into Trinity Street Asset Management LLP.
- JOHN SULLIVAN
- TRINITY STREET ASSET MAMAGEMENT LLP
- TRINITY STREET ASSET MANAGEMENT
- TRINITY STREET ASSET MANAGEMENT LLP
- TRINITY STREET ASSET MANAGEMENT LP
- TRINITY STREET ASSET MGMT, LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Trinity Street Asset Management LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Trinity Street Asset Management LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Trinity Street Asset Management LLP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Covington & Burling LLP | 1 | 33.3% |
| Markowitz & Richman LLP | 1 | 33.3% |