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Trinity Investors Fund Advisors, LLC

● SEC registered since 2023CRD 314603SEC# 801-128471Southlake, TX
Export (members)
Ranks #3,393 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$572.3M
Fund GAV
$556.7M
Private funds
48
Employees
4
Accounts
48
Location
Southlake, TX

Trinity Investors Fund Advisors, LLC assets under management

Trinity Investors Fund Advisors, LLC is a registered investment adviser overseen by the SEC based in Southlake, TX. The firm has been registered since 2023. It reports $572.3 million in regulatory assets under management and employs 4 people. Trinity Investors Fund Advisors, LLC manages 48 private funds with combined gross assets of $556.7 million, including Trinity S2 Mf Qp Fund I LLC. By regulatory assets, it ranks 3,393 of 5,911 private fund managers.

Trinity Investors Fund Advisors, LLC private funds

48 funds · $556.7M GAV
FundTypeGross assetsMin.
Trinity S2 Mf Qp Fund I LLCPrivate Equity$78.7M$100K
Trinity S2 Mf Fund I LLCPrivate Equity$29.4M$100K
Trinity Atmos Qp Investors, LLCPrivate Equity$28.8M$100K
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Trinity Investors Fund Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Daniel Shrigley Meader ControlManaging Partner, Chief Compliance OfficerUnder 5%2021
Sanjay Chandra ControlManaging PartnerUnder 5%2021
Trinity Investors, LLC ControlMemberOver 75%2021
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Frequently asked questions

How much does Trinity Investors Fund Advisors, LLC manage?

Trinity Investors Fund Advisors, LLC reports $572.3 million in regulatory assets under management on its Form ADV.

How many private funds does Trinity Investors Fund Advisors, LLC manage?

Trinity Investors Fund Advisors, LLC manages 48 private funds with combined gross assets of $556.7 million.

How many employees does Trinity Investors Fund Advisors, LLC have?

Trinity Investors Fund Advisors, LLC reports 4 employees.

Where is Trinity Investors Fund Advisors, LLC located?

Trinity Investors Fund Advisors, LLC is based in Southlake, TX and has been SEC-registered since 2023.

Does Trinity Investors Fund Advisors, LLC disclose fund performance?

Trinity Investors Fund Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2102 E State Hwy 114, Suite 300, Southlake, TX 76092
Phone817-310-2900
Office hours8:00-5:30
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$572.3M
Non-discretionary$0
Total (RAUM)$572.3M

Service providers