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| Trinity Financial Advisors LLC
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|---|---|
| CRD # | 133191 |
| SEC # | 801-81196 |
| CIK # | 0001809574 |
| AUM | 670.0 M (2026-04-29) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 614-848-7667 |
| Address | 760 Communications Parkway Columbus, OH 43214 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Owl Rock Capital Corp | 12.5 | |
| Apple Inc | 10.3 | |
| Nvidia Corp | 9.1 | |
| Ares Capital Corp | 6.9 | |
| J P Morgan Chase & Co | 6.6 | |
| Huntington Bancshares Inc/MD | 4.9 | |
| Broadcom Inc | 4.1 | |
| Amazon Com Inc | 3.2 | |
| Wells Fargo & Co/MN | 2.2 | |
| Corning Inc /NY | 1.9 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Trinity Fund I LLC | [2025-03-20] | 1.5 M | |
| Offered $7,000,000 · Filed 2024-10-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $7,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 32.7 |
| (b) Individuals (high net worth individuals) | 141 | 637.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,139 | 670.0 |
| By Discretionary | ||
| Discretionary | 1,137 | 668.5 |
| Non-Discretionary | 2 | 1.5 |
| Total | 1,139 | 670.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 670.0 | |
| Total | 1,139 | 670.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Benjamin Hartings | Executive Officer | 1 | 1 | |
| Geoffrey Biehn | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001809574] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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