Trinity Investors Fund Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Trinity Investors Fund Advisors LLC
CRD #314603
SEC #801-128471
CIK #
AUM $492.2 MM (2024-06-11)
Employees 4 (100% Investors, 100% Brokers)
Phone817-310-2900
Address2102 E State Hwy 114
Southlake, TX 76092
Source [IAPD] [Website] [LinkedIn] [Instagram]
Total AUM ($MM)
50040030020010002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE TPEG Freedom Powersports LLC [2024-03-28] 4.7 4.8
PE Trinity BVG JAYA Investors LLC [2024-03-28] 3.8 8.9
PE Trinity BVG JAYA QP Investors LLC [2024-03-28] 13.9 19.6
PE Trinity Nuclein RD III Investors LLC [2024-03-28] 1.4 1.4
PE Trinity Nuclein RD III QP Investors LLC [2024-03-28] 2.9 2.9
PE Trinity S2 MF Fund II LLC [2024-03-28] 4.5 4.6
PE Trinity S2 MF QP Fund II LLC [2024-03-28] 25.1 24.1
PE Trinity Nuclein RD II Investors LLC 2023-06-29 2.4
PE Trinity Nuclein RD II QP Investors LLC [2023-06-29] 7.0 9.7
PE TPEG Florida Home Health Investors LLC [2023-03-31] 0.5 9.7
View All
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 40 492.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 40 492.2
By Discretionary
Discretionary 40 492.2
Non-Discretionary 0 0.0
Total 40 492.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 492.2
Total 40 492.2
Form D Directors # Filings # Firms 2011 - 2024
Sanjay Chandra 300
Daniel Meader 179
Dan Meader 118
William Burke 67
Trinity Private Equity Group LLC 3
Peter Shin 3
Wade Chipps 2
Theodore Shin 2
Comparable Firms State AUM ($BB)
Astra Capital Management LLC
DC 0.5
Stone-Goff Management LLC
NY 0.5
ATW Partners LLC
NY 0.5
Coral Tree Management LP
CA 0.5
Carson Management Company LLC
TX 0.5
Closed Loop Partners LLC
NY 0.5
Novacap Management Financial Services I Inc
0.5
Stonecourt Capital LP
NY 0.5
Empros Capital LLC
CA 0.5
Grant Avenue Capital LLC
NY 0.5
Terms | Privacy | Guide
tony@aum13f.com