| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trinity Legacy Dynamic Options Fund I, LP | Hedge | $13.9M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Laurence Garcia | Member/Portfolio Analyst | Under 5% | 2017 |
| John Joseph Hunter | Member/Director | Under 5% | 2019 |
| John Paul Wilkinson Control | Member/Chief Compliance Officer/ Chief Executive Officer | 25-50% | 2011 |
Trinity Legacy Partners, LLC reports $460.4 million in regulatory assets under management on its Form ADV.
Trinity Legacy Partners, LLC manages 1 private funds with combined gross assets of $13.9 million.
Trinity Legacy Partners, LLC reports 8 employees.
Trinity Legacy Partners, LLC is based in Houston, TX and has been SEC-registered since 2017.
Trinity Legacy Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 24 Greenway Plaza, Suite 546, Houston, TX 77046 |
| Phone | 713-999-8053 |
| Fax | 713-574-5782 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $444M |
| Non-discretionary | $16.4M |
| Total (RAUM) | $460.4M |