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| Trinity Legacy Partners LLC
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|---|---|
| CRD # | 159179 |
| SEC # | 801-110643 |
| CIK # | 0001652529 |
| AUM | 521.2 M (2026-03-27) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 713-999-8053 |
| Address | 24 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.4 | ||
| Apple Inc | 13.6 | ||
| Alphabet Inc | 11.9 | ||
| Main Street Capital Corp | 11.5 | ||
| Microsoft Corp | 10.0 | ||
| Johnson & Johnson | 8.9 | ||
| Waste Management Inc | 7.7 | ||
| Amazon Com Inc | 7.3 | ||
| J P Morgan Chase & Co | 7.2 | ||
| Chevron Corp | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Trinity Legacy Dynamic Options Fund I LP | [2020-09-28] | 14.0 M | 14.1 M |
| Filed 2025-12-02 (D/A) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 59.7 |
| (b) Individuals (high net worth individuals) | 134 | 442.0 |
| (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 | 1 | 14.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.7 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 904 | 521.2 |
| By Discretionary | ||
| Discretionary | 895 | 514.0 |
| Non-Discretionary | 9 | 7.2 |
| Total | 904 | 521.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 521.2 | |
| Total | 904 | 521.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Hunter | Promoter | 21 | 3 | |
| John Wilkinson | Executive Officer | 4 | 2 | |
| Larry Bell | Promoter | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001652529] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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