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Trinity Legacy Partners, LLC

● SEC registered since 2017CRD 159179SEC# 801-110643Houston, TX
Export (members)
Ranks #3,829 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$521.2M
Fund GAV
$14.1M
Private funds
1
Employees
7
Accounts
904
Location
Houston, TX

Trinity Legacy Partners, LLC assets under management

Trinity Legacy Partners, LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2017. It reports $521.2 million in regulatory assets under management and employs 7 people. Trinity Legacy Partners, LLC manages 1 private fund with combined gross assets of $14.1 million, including Trinity Legacy Dynamic Options Fund I, LP. By regulatory assets, it ranks 3,829 of 6,004 private fund managers.

Trinity Legacy Partners, LLC private funds

1 funds · $14.1M GAV
FundTypeGross assetsMin.
Trinity Legacy Dynamic Options Fund I, LPHedge$14.1M$250K

Trinity Legacy Partners, LLC owners & executives

13 reported
NameTitleOwnershipSince
Anthony Laurence GarciaMember/Portfolio AnalystUnder 5%2017
Campbell Stuart GibsonShareholderUnder 5%2026
John Joseph HunterMember/DirectorUnder 5%2019
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Frequently asked questions

How much does Trinity Legacy Partners, LLC manage?

Trinity Legacy Partners, LLC reports $521.2 million in regulatory assets under management on its Form ADV.

How many private funds does Trinity Legacy Partners, LLC manage?

Trinity Legacy Partners, LLC manages 1 private funds with combined gross assets of $14.1 million.

How many employees does Trinity Legacy Partners, LLC have?

Trinity Legacy Partners, LLC reports 7 employees.

Where is Trinity Legacy Partners, LLC located?

Trinity Legacy Partners, LLC is based in Houston, TX and has been SEC-registered since 2017.

Does Trinity Legacy Partners, LLC disclose fund performance?

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

Contact & registration

Address24 Greenway Plaza, Suite 546, Houston, TX 77046
Phone713-999-8053
Fax713-574-5782
Office hours8a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$521.2M▲ 13%
Mar '25 — $460.4MApr '25 — $460.4MMay '25 — $460.4MJun '25 — $460.4MJul '25 — $460.4MAug '25 — $460.4MSep '25 — $460.4MOct '25 — $460.4MNov '25 — $460.4MDec '25 — $460.4MJan '26 — $460.4MFeb '26 — $460.4MMar '26 — $521.2MApr '26 — $521.2MMay '26 — $521.2MJun '26 — $521.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
AUM vs fund managersTop 64%
Larger than 36% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$521.2Mregulatory AUM
Discretionary $514MNon-discretionary $7.2M