Trinity Investors Fund Advisors, LLC
● SEC registered since 2023CRD 314603SEC# 801-128471Southlake, TX
Ranks #3,631 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$606.6M
Fund GAV
$588M
Private funds
56
Employees
4
Accounts
56
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 $606.6 million in regulatory assets under management and employs 4 people. Trinity Investors Fund Advisors, LLC manages 56 private funds with combined gross assets of $588 million, including Trinity S2 Mf Qp Fund I LLC. By regulatory assets, it ranks 3,631 of 6,004 private fund managers.
Trinity Investors Fund Advisors, LLC private funds
56 funds · $588M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trinity S2 Mf Qp Fund I LLC | Private Equity | $78.7M | $100K |
| Trinity S2 Mf Fund I LLC | Private Equity | $29.4M | $100K |
| Trinity Atmos Qp Investors, LLC | Private Equity | $28.8M | $100K |
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Join to unlock · $37/moTrinity Investors Fund Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Shrigley Meader Control | Managing Partner, Chief Compliance Officer | Under 5% | 2021 |
| Sanjay Chandra Control | Managing Partner | Under 5% | 2021 |
| Trinity Investors, LLC Control | Member | Over 75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Trinity Investors Fund Advisors, LLC manage?
Trinity Investors Fund Advisors, LLC reports $606.6 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 56 private funds with combined gross assets of $588 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
| Address | 2102 E State Hwy 114, Suite 300, Southlake, TX 76092 |
| Phone | 817-310-2900 |
| Office hours | 8:00-5:30 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$606.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
AUM vs fund managersTop 60%
Larger than 40% of 6,004 private-fund managers
Number of fundsTop 3%
More funds than 97% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$606.6Mregulatory AUM
Discretionary $606.6M
Fund type mix
Private Equity54
Real Estate2
Service providers
Custodian