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Trinity Fund Advisors LLC

● SEC registered since 2020CRD 310217SEC# 801-119443Miami, FL
Export (members)
Ranks #3,095 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$930M
Fund GAV
$540.3M
Private funds
5
Employees
32
Accounts
9
Location
Miami, FL

Trinity Fund Advisors LLC assets under management

Trinity Fund Advisors LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2020. It reports $930 million in regulatory assets under management and employs 32 people. Trinity Fund Advisors LLC manages 5 private funds with combined gross assets of $540.3 million, including Trinity GP Fund I L.P. By regulatory assets, it ranks 3,095 of 6,004 private fund managers.

Trinity Fund Advisors LLC private funds

5 funds · $540.3M GAV
FundTypeGross assetsMin.
Trinity GP Fund I L.P.Real Estate$474.2M$20M
Trinity GP Fund I Osd Co-Invest 2 L.P.Real Estate$36M$20M
Trinity Omni 2025 L.P.Real Estate$25M$15M
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Trinity Fund Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
Jeffrey Scott Barry ControlChief Administrative Officer & General Counsel & Interim Chief Compliance OfficerUnder 5%2020
Joanne Christine Halligan ControlChief Financial OfficerUnder 5%2025
Ryan Philip Donn ControlChief Investment OfficerUnder 5%2020
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Frequently asked questions

How much does Trinity Fund Advisors LLC manage?

Trinity Fund Advisors LLC reports $930 million in regulatory assets under management on its Form ADV.

How many private funds does Trinity Fund Advisors LLC manage?

Trinity Fund Advisors LLC manages 5 private funds with combined gross assets of $540.3 million.

How many employees does Trinity Fund Advisors LLC have?

Trinity Fund Advisors LLC reports 32 employees.

Where is Trinity Fund Advisors LLC located?

Trinity Fund Advisors LLC is based in Miami, FL and has been SEC-registered since 2020.

Does Trinity Fund Advisors LLC disclose fund performance?

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

Contact & registration

Address2982 Grand Ave, Suite 203, Miami, FL 33133
Phone305-800-1115
Office hours8a.m.-6p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$930M▲ 48%
Jan '25 — $626.7MFeb '25 — $626.7MMar '25 — $723.1MApr '25 — $723.1MMay '25 — $723.1MJun '25 — $723.1MJul '25 — $723.1MAug '25 — $723.1MSep '25 — $723.1MOct '25 — $723.1MNov '25 — $723.1MDec '25 — $723.1MJan '26 — $723.1MFeb '26 — $723.1MMar '26 — $930MApr '26 — $930MMay '26 — $930MJun '26 — $930M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
AUM vs fund managersTop 52%
Larger than 48% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$930Mregulatory AUM
Discretionary $930M

Service providers