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| Trinity Investment Management LLC
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|---|---|
| CRD # | 133873 |
| SEC # | 801-67457 |
| CIK # | 0001902856 |
| AUM | 126.2 M (2026-04-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 817-874-2700 |
| Address | 201 Main Street Fort Worth, TX 76102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Trinity FFV Alternative Income Fund LP | 2023-07-24 | 18.9 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 7.6 |
| (b) Individuals (high net worth individuals) | 11 | 21.2 |
| (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 | 6 | 97.5 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 126.2 |
| By Discretionary | ||
| Discretionary | 95 | 107.4 |
| Non-Discretionary | 1 | 18.9 |
| Total | 96 | 126.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.2 | |
| Total | 96 | 126.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 4 | [0001902856] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Akumin Inc AKU
Common Shares
|
2022-07-21 | Buy | 1,931,112 | $0.52 | 1,004,178 |
|
Akumin Inc AKU
Common Shares
|
2022-07-21 | Sell | 3,065,257 | $0.52 | 1,593,934 |
|
Akumin Inc AKU
Common Shares
|
2022-07-21 | Buy | 1,134,145 | $0.52 | 589,755 |
|
Akumin Inc AKU
Common Shares
|
2022-03-09 | Sell | 16,000 | $0.97 | 15,520 |
|
Akumin Inc AKU
Common Shares
|
2022-03-08 | Sell | 4,304 | $1.00 | 4,304 |
|
Akumin Inc AKU
Common Shares
|
2022-01-07 | Sell | 75,000 | $1.66 | 124,500 |
|
Akumin Inc AKU
Common Shares
|
2022-01-07 | Buy | 75,000 | $1.66 | 124,500 |
| Comparable Firms | State | AUM |
|---|---|---|
|
RIA Wealth Advisors LLC
✚
|
TX | 126.5 M |
|
Fortitude Private Wealth Inc
✚
|
IN | 126.5 M |
|
AISA Financial Planning Ltd
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|
126.5 M | |
|
Goldfarb Financial Management LLC
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|
126.4 M | |
|
Premier Private Wealth Management LLC
✚
|
FL | 126.3 M |
|
BCM Capital Management LLC
✚
|
IL | 126.3 M |
|
Adirondack Research & Management Inc
✚
|
NY | 126.1 M |
|
Capital Wealth Advisors Ltd
✚
|
WI | 126.1 M |
|
VIP Wealth Advisors LLC
✚
|
GA | 126.1 M |
|
Thielen Capital Corporation
✚
|
CA | 126.0 M |