About

Trimaran Capital, LLC

An Independent Registered Investment Advisory Firm

  • The firm was founded September 2013 in Savannah, Georgia.  It is owned and managed by Partners Joshua N. McIntosh, MBA and A. Felton Jenkins III, CFA.  The firm manages primarily balanced portfolios (including both equity and fixed income securities) for its clients, which include high-net-worth families and retirement plans, non-profit entities, and for-profit corporations.  Registered with the appropriate regulatory agencies, Trimaran Capital, LLC works with JE Compliance Consulting for our compliance and regulatory filing needs.
  • Prior to joining Trimaran Capital, LLC in February 2016, Felton has almost 14 years of investment experience with Minis & Company and 7 years with Weyerhaeuser Company in corporate finance.  He earned his MBA from Yale in 1995 and his B.S. from UGA in 1990.  He was awarded the Chartered Financial Analyst designation in 2002.  He has served as lead portfolio manager on many institutional and individual accounts beginning in 2002.  He began investing in securities personally in August of 1987, and he has been an active volunteer and supporter of several non-profits and his church over the years.
  • Josh, prior to founding Trimaran Capital, LLC in 2013, gained years of investment management experience with Chatham Capital Group and Wells Fargo Advisors.  He earned his MBA from Georgia Southern and his Bachelors in Business Management from the University of Georgia.  Josh & his wife Carolyn (a Partner and CPA at Hancock Askew & Co.) have two sons and have Savannah roots going back several generations.
  • For additional information and regulatory information, we are happy to share our U.S. Securities & Exchange Commission ADV Forms Part 2A and 2B as well as our privacy policy.
  • Thank you for taking the time to learn about Trimaran Capital, LLC. We look forward to hearing from you and developing long-term investment plans & portfolios customized to reflect your goals, risk tolerances and unique life situation.

                                           Trimaran Capital, LLC

Joshua N. McIntosh, MBA                                   Felton Jenkins III, CFA
200 Bluefin Circle, Suite 4                                      107 Dogwood Lane, Suite 1
Savannah, GA 31410                                               White Salmon, WA 98672
+1 (912) 344-4824                                                   +1 (509) 281-3217

Trimaran Capital, LLC (which can do business as Trimaran Capital) is a registered investment advisory firm in the States of Georgia & Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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