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CRD 314603
SOUTHLAKE, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DANIEL SHRIGLEY MEADER | Chartered Financial Analyst | SOUTHLAKE, TX | 3 | 27 | 1 | yes |
| SANJAY CHANDRA | Chartered Financial Analyst | SOUTHLAKE, TX | 2 | 35 | n/a | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TRINITY S2 MF QP FUND I LLC | Private Equity Fund | $80.3M | Jun 11, 2024 | 244 | Mar 31, 2023 | reported | 021-439275 |
| TRINITY S2 MF FUND I LLC | Private Equity Fund | $30.0M | Jun 11, 2024 | 83 | Mar 31, 2023 | reported | 021-439282 |
| TRINITY WATERLOO QP INVESTORS LLC | Private Equity Fund | $26.8M | Jun 11, 2024 | 222 | Mar 31, 2023 | reported | 021-473910 |
| TPEG PLATO QP INVESTORS LLC | Private Equity Fund | $25.6M | Jun 11, 2024 | 157 | Jun 3, 2021 | reported | 021-409512 |
| TRINITY S2 MF QP FUND II LLC | Private Equity Fund | $24.1M | Jun 11, 2024 | 66 | Mar 28, 2024 | reported | 021-479270 |
| TPEG FLORIDA HOME HEALTH QP INVESTORS, LLC | Private Equity Fund | $22.0M | Jun 11, 2024 | 154 | Mar 31, 2023 | reported | 021-433477 |
| TRINITY DEVANSOY QP INVESTORS LLC | Private Equity Fund | $20.1M | Jun 11, 2024 | 169 | Mar 31, 2023 | reported | 021-389885 |
| TRINITY BVG JAYA QP INVESTORS LLC | Private Equity Fund | $19.6M | Jun 11, 2024 | 143 | Mar 28, 2024 | reported | 021-481842 |
| TRINITY WPIA QP INVESTORS, LLC | Private Equity Fund | $17.6M | Jun 11, 2024 | 157 | Mar 31, 2023 | reported | 021-434958 |
| TPEG DONNELLY INVESTORS, LLC | Private Equity Fund | $16.4M | Jun 11, 2024 | 95 | Jun 3, 2021 | reported | 021-381555 |
| TPEG KAMAKA QP INVESTORS LLC | Private Equity Fund | $15.7M | Jun 11, 2024 | 153 | Mar 31, 2023 | reported | 021-416863 |
| TPEG STAR QP INVESTORS LLC | Private Equity Fund | $11.4M | Jun 11, 2024 | 162 | Jan 25, 2022 | reported | 021-409512 |
| TPEG NUCLEIN QP INVESTORS LLC | Private Equity Fund | $11.1M | Jun 11, 2024 | 109 | Jun 3, 2021 | reported | 021-389885 |
| TPEG PLATO INVESTORS, LLC | Private Equity Fund | $10.6M | Jun 11, 2024 | 86 | Jun 3, 2021 | reported | 021-425456 |
| TPEG FLORIDA HOME HEALTH INVESTORS LLC | Private Equity Fund | $9.7M | Jun 11, 2024 | 95 | Mar 31, 2023 | reported | 021-433466 |
| TRINITY NUCLEIN RD II QP INVESTORS LLC | Private Equity Fund | $9.7M | Jun 11, 2024 | 93 | Jun 29, 2023 | reported | 021-453767 |
| TRINITY BVG JAYA INVESTORS LLC | Private Equity Fund | $8.9M | Jun 11, 2024 | 87 | Mar 28, 2024 | reported | 021-481814 |
| TPEG ROBOKIND INVESTORS, LLC | Private Equity Fund | $8.6M | Jun 11, 2024 | 50 | Jun 3, 2021 | reported | 021-263789 |
| TPEG DISPATCH INVESTORS, LLC | Private Equity Fund | $8.4M | Jun 11, 2024 | 63 | Jun 3, 2021 | reported | 021-398599 |
| TPEG STAR II QP UNVESTORS LLC | Private Equity Fund | $8.3M | Jun 11, 2024 | 124 | Mar 31, 2023 | reported | 021-467814 |
| TPEG CHIEF INVESTORS, LLC | Private Equity Fund | $8.2M | Jun 11, 2024 | 76 | Jun 3, 2021 | reported | 021-353309 |
| TRINITY WATERLOO INVESTORS, LLC | Private Equity Fund | $7.7M | Jun 11, 2024 | 93 | Mar 31, 2023 | reported | 021-473906 |
| TRINITY WPIA INVESTORS, LLC | Private Equity Fund | $7.4M | Jun 11, 2024 | 83 | Mar 31, 2023 | reported | 021-434962 |
| TRINITY DEVANSOY INVESTORS, LLC | Private Equity Fund | $6.9M | Jun 11, 2024 | 68 | Mar 31, 2023 | reported | 021-458612 |
| TPEG NANO QP INVESTORS LLC | Private Equity Fund | $5.8M | Jun 11, 2024 | 68 | Jun 3, 2021 | reported | 021-393328 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CHANDRA, SANJAY | Member | D | yes | 04/2014 | Jun 29, 2023 | Jun 11, 2024 |
| CHANDRA, SANJAY | MANAGING PARTNER | Na | yes | 04/2021 | Jun 29, 2023 | Jun 11, 2024 |
| MEADER, DANIEL, SHRIGLEY | Member | D | yes | 04/2014 | Jun 29, 2023 | Jun 11, 2024 |
| MEADER, DANIEL, SHRIGLEY | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | Na | yes | 04/2021 | Jun 29, 2023 | Jun 11, 2024 |
| TRINITY INVESTORS, LLC | Member | E | yes | 04/2021 | Jun 29, 2023 | Jun 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KSA PARTNERS, LLC | n/a | State registered | n/a | N | yes | n/a |
| TPEG SECURITIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRINITY INSURANCE COMPANY, INC. | n/a | n/a | n/a | N | yes | n/a |
| TRINITY INVESTORS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 30, 2026 | $607M | $607M | 4 | 4 | 0 | 56 | n/a |
| 2024 | Apr 16, 2025 | $572M | $572M | 4 | 4 | 0 | 48 | n/a |
| 2023 | Mar 28, 2024 | $420M | $420M | 4 | 4 | 0 | 40 | $420M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $607M | $572M | 6.0% | n/a | n/a | 4 | 4 | 0 | 0 |