TRINITY INVESTORS FUND ADVISORS, LLC
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 314603
- Registered since
- July 28, 2023
- Website
- www.trinityinvestors.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trinity Investors Fund Advisors, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2023. The firm positions itself as a manager of private pooled vehicles, with principal activity managing private equity and real estate funds and working with institutional investors. It also has broker-dealer activity and serves as sponsor, general partner, or managing member for pooled investment vehicles. Trinity charges fees based on a percentage of assets under management (along with other fee arrangements) and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2DANIEL MEADER
Managing PartnerCRD 4789581
SANJAY CHANDRA
Managing PartnerCRD 5512809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTHLAKE, TX
TARRANT
Location
SOUTHLAKE, TX
Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 2102 E State Highway 114
- Time zone
- CT (UTC-6)
- Office locations
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