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| Trinity Investors Fund Advisors LLC
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| CRD # | 314603 |
| SEC # | 801-128471 |
| CIK # | |
| AUM | 606.6 M (2026-05-20) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 817-310-2900 |
| Address | 2102 E State Hwy 114 Southlake, TX 76092 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | TPEG Star III Investors LLC | [2026-03-31] | 0.9 M | 1.9 M |
| Offered $7,000,000 · Filed 2025-07-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $6,119,195 · Duration One year or less · Commission $61,656 · Revenue Decline to Disclose | ||||
| PE | TPEG Star III QP Investors LLC | [2026-03-31] | 3.6 M | 5.1 M |
| Offered $7,000,000 · Filed 2025-07-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining $3,447,055 · Duration One year or less · Commission $248,706 · Revenue Decline to Disclose | ||||
| PE | Trinity Grand Investors LLC | [2026-03-31] | 4.2 M | 2.9 M |
| Offered $11,500,000 · Filed 2025-08-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $7,324,959 · Duration One year or less · Commission $96,600 · Revenue No Revenues | ||||
| PE | Trinity Grand QP Investors LLC | [2026-03-31] | 4.2 M | 7.8 M |
| Offered $11,500,000 · Filed 2025-08-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $7,324,959 · Duration One year or less · Commission $368,550 · Revenue Decline to Disclose | ||||
| PE | Trinity IOS QP Investors LLC | [2026-03-31] | 0.3 M | 1.5 M |
| Offered $15,957,447 · Filed 2025-03-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining $15,657,447 · Duration One year or less · Commission $21,000 · Revenue Decline to Disclose | ||||
| PE | Trinity Nuclein Senior Note Investor LLC | [2026-03-31] | 2.3 M | 1.1 M |
| Offered $15,000,000 · Filed 2025-02-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $75,000 · Remaining $12,675,000 · Duration One year or less · Commission $162,750 · Revenue Decline to Disclose | ||||
| PE | Trinity Nuclein Senior Note QP Investors LLC | [2026-03-31] | 0.8 M | 5.9 M |
| Offered $7,000,000 · Filed 2025-07-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining $6,210,400 · Duration One year or less · Commission $55,272 · Revenue Decline to Disclose | ||||
| PE | Trinity Nuclein Series C Investors LLC | [2026-03-31] | 2.3 M | 1.5 M |
| Offered $15,000,000 · Filed 2025-02-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $75,000 · Remaining $12,675,000 · Duration One year or less · Commission $162,750 · Revenue Decline to Disclose | ||||
| PE | Trinity Nuclein Series C QP Investors LLC | [2026-03-31] | 1.0 M | 3.4 M |
| Offered $15,000,000 · Filed 2025-03-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $75,000 · Remaining $13,955,000 · Duration One year or less · Commission $73,150 · Revenue Decline to Disclose | ||||
| PE | Trinity S2C REIT Investors LLC | [2025-04-16] | 1.8 M | 5.5 M |
| Offered $75,000,000 · Filed 2024-02-21 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $73,224,500 · Duration One year or less · Commission $124,285 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 56 | 606.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 606.6 |
| By Discretionary | ||
| Discretionary | 56 | 606.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 56 | 606.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 606.6 | |
| Total | 56 | 606.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sanjay Chandra | Executive Officer | 319 | 3 | |
| Daniel Meader | Executive Officer | 187 | 3 | |
| Dan Meader | Executive Officer | 127 | 2 | |
| William Burke | Director, Executive Officer | 69 | 2 | |
| Trinity Private Equity Group LLC | Executive Officer | 3 | 2 | |
| Wade Chipps | Promoter | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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