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| Happy Holidays!! thanks for using AUM13F!! |
| Trinity Legacy Partners LLC
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| CRD # | 159179 |
| SEC # | 801-110643 |
| CIK # | 0001652529 |
| AUM | $460.4 M (2025-07-07) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 713-999-8053 |
| Address | 24 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001652529 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.8 | ||
| Main Street Capital Corp | 12.2 | ||
| Administaff Inc de | 11.4 | ||
| Microsoft Corp | 9.4 | ||
| Apple Inc | 9.1 | ||
| Waste Management Inc | 7.1 | ||
| Alphabet Inc | 6.9 | ||
| ServiceNow Inc | 6.6 | ||
| Costco Wholesale Corp /NEW | 6.2 | ||
| Amazon Com Inc | 6.2 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Johnson & Johnson | 6.0 | ||
| Chevron Corp | 5.8 | ||
| Southern Co | 5.6 | ||
| VISA Inc | 5.5 | ||
| Medtronic Holdings Ltd | 5.4 | ||
| Procter & Gamble Co | 5.3 | ||
| Exxon Mobil Corp | 5.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Trinity Legacy Dynamic Options Fund I LP | [2020-09-28] | 13.5 | 13.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 59.4 |
| (b) Individuals (high net worth individuals) | 124 | 382.2 |
| (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 | 1 | 13.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.3 |
| (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 | 854 | 460.4 |
| By Discretionary | ||
| Discretionary | 846 | 444.0 |
| Non-Discretionary | 8 | 16.4 |
| Total | 854 | 460.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.4 | |
| Total | 854 | 460.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Hunter | 21 | ||
| John Wilkinson | 4 | ||
| Larry Bell | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001652529] |
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