| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trinity Fund I, LLC | Private Equity | — | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin John Hartings Control | Senior Vice President | 10-25% | 2022 |
| Geoffrey Robert Biehn Control | Member / Chief Compliance Officer / President / Treasurer / Secretary | Over 75% | 2004 |
Trinity Financial Advisors LLC reports $580.4 million in regulatory assets under management on its Form ADV.
Trinity Financial Advisors LLC manages 1 private funds with combined gross assets of undisclosed value.
Trinity Financial Advisors LLC reports 8 employees.
Trinity Financial Advisors LLC is based in Columbus, OH and has been SEC-registered since 2015.
Trinity Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 760 Communications Parkway, Suite 200, Columbus, OH 43214 |
| Phone | 614-848-7667 |
| Fax | 614-848-7661 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $580.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $580.4M |