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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

TRINITY INVESTMENT MANAGEMENT, LLC

CRD 133873

FORT WORTH, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab8cb16b-bc5c-da3d-f468-d26bdf00fb7a

Data as of Jul 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 1
Observed: Jan 11, 2012 to Jul 13, 2026
68 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Trinity Investment Management, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.23 fund_share=0.0 institutional_share=0.77 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $126MItem 5.F on the latest filing (2026-07-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $107M
Private client RAUM: $28.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 23%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $63.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 96
Individual clients: 32
High net worth clients: 11
Private funds: 1Schedule D 7.B(1)
SEC number: 801-67457
CRD: 133873
Filings on the tape: 68
First filed: Jan 11, 2012
Latest filed: Jul 13, 2026
Organised: Limited Liability Company, TX
Website: trinity-invest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SAMUEL JOSEPH SALADINO	Certified Financial Planner	FORT WORTH, TX	21	30	1	no
Michael Falvey	n/a	FORT WORTH, TX	3	12	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TRINITY FFV ALTERNATIVE INCOME FUND, LP	Other Private Fund	$18.0M	Nov 18, 2024	2	Jul 24, 2023	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CATHOLIC DIOCESE OF FORT WORTH ADVANCEMENT FOUNDATION	Owner	E	yes	07/2023	Jul 24, 2023	Nov 18, 2024
REID, COLUMBA, JOERGER	MANAGING MANAGER	A	yes	01/2007	Jan 11, 2012	Nov 18, 2024
SALADINO, SAMUEL, JOSEPH	MANAGING DIRECTOR, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Jan 11, 2012	Nov 18, 2024
SPIRITUS ENTERPRISES, INC.	Owner	E	yes	07/2023	Jul 24, 2023	Nov 18, 2024
ZERRUSEN, WILLIAM, DEAN	MANAGING MEMBER	A	yes	07/2009	Jan 11, 2012	Nov 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$126M	$107M	4	2	0	1	n/a
2024	Apr 23, 2025	$127M	$127M	6	4	0	1	n/a
2023	Mar 28, 2024	$115M	$115M	6	4	0	1	$18.0M
2022	Jan 30, 2023	$124M	$39.6M	4	2	1	n/a	n/a
2021	Feb 17, 2022	$105M	$42.2M	4	2	0	n/a	n/a
2020	Mar 24, 2021	$123M	$47.3M	5	2	0	n/a	n/a
2019	May 6, 2020	$28.4M	$26.7M	5	3	0	n/a	n/a
2018	Apr 1, 2019	$99.2M	$98.9M	5	3	0	n/a	n/a
2017	Mar 31, 2018	$128M	$116M	5	3	0	n/a	n/a
2016	Mar 30, 2017	$125M	$125M	9	5	n/a	n/a	n/a
2015	Mar 30, 2016	$80.1M	$80.1M	5	5	n/a	n/a	n/a
2014	Mar 31, 2015	$75.0M	$75.0M	5	5	n/a	n/a	n/a
2013	Mar 31, 2014	$60.3M	$60.3M	5	5	n/a	n/a	n/a
2012	Apr 1, 2013	$46.0M	$46.0M	5	5	n/a	n/a	n/a
2011	Mar 28, 2012	$44.5M	$44.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$126M	$127M	-0.9%	$124M	0.5%	5	6	0	0

Relationships

Advises (1)

→ TRINITY FFV ALTERNATIVE INCOME FUND, LPPrivate fundOther Private Fund, IA
Jul 24, 2023 to presentfactForm ADV

Registered with (6)

← Michael FalveyAdvisorregistration: current employment
Sep 14, 2023 to presentfactForm ADV
← SAMUEL JOSEPH SALADINOAdvisorregistration: current employment
Feb 11, 2005 to presentfactForm ADV
← DANIEL BRENDAN MULVEYAdvisorregistration: previous registration
Jan 30, 2019 to Feb 6, 2024factForm ADV
← THOMAS HOWARD PAYNEAdvisorregistration: previous registration
Dec 7, 2015 to Jan 12, 2021factForm ADV
← Steven WilderAdvisorregistration: previous registration
Feb 17, 2009 to Feb 27, 2012factForm ADV
← KENNETH CHRISTOPHER ACAMPORAAdvisorregistration: previous registration
Jun 7, 2011 to Jul 20, 2011factForm ADV

Controls (5)

← SALADINO, SAMUEL, JOSEPHOwnerMANAGING DIRECTOR, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 11, 2012 to Nov 18, 2024factForm ADV
← REID, COLUMBA, JOERGEROwnerMANAGING MANAGER, ownership code A, individual
Jan 11, 2012 to Nov 18, 2024factForm ADV
← ZERRUSEN, WILLIAM, DEANOwnerMANAGING MEMBER, ownership code A, individual
Jan 11, 2012 to Nov 18, 2024factForm ADV
← CATHOLIC DIOCESE OF FORT WORTH ADVANCEMENT FOUNDATIONOwnerOWNER, ownership code E, domestic entity
Jul 24, 2023 to Nov 18, 2024factForm ADV
← SPIRITUS ENTERPRISES, INC.OwnerOWNER, ownership code E, domestic entity
Jul 24, 2023 to Nov 18, 2024factForm ADV

Dated events

Occurred
Mar 1, 2024
Control person left
Brendan Daniel Mulvey (Managing Director And Chief Compliance Officer) no longer on Schedule A of Trinity Investment Management, Llc (listed 2023-09-28, absent 2024-03-01)
Form ADVobserved 5 days ago
Occurred
Feb 6, 2024
Advisor changed firm
Daniel Brendan Mulvey left Trinity Investment Management, Llc for Adhesion Wealth Advisor Solutions (registered 2024-02-15)
Form ADVobserved 5 days ago
Occurred
Aug 5, 2021
Control person left
Noriega Javier Creixell (Member) no longer on Schedule A of Trinity Investment Management, Llc (listed 2021-07-06, absent 2021-08-05)
Form ADVobserved 5 days ago
Occurred
Feb 4, 2021
Control person left
Howard Thomas Payne (Managing Director) no longer on Schedule A of Trinity Investment Management, Llc (listed 2021-01-12, absent 2021-02-04)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2019
Control person joined
Brendan Daniel Mulvey (Managing Director And Chief Compliance Officer) appeared on Schedule A of Trinity Investment Management, Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab8cb16b-bc5c-da3d-f468-d26bdf00fb7a
First observed: Jan 11, 2012
Last observed: Jul 13, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRINITY INVESTMENT MANAGEMENT, LLC

CRD 133873

FORT WORTH, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab8cb16b-bc5c-da3d-f468-d26bdf00fb7a

Data as of Jul 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SAMUEL JOSEPH SALADINO

Certified Financial Planner

FORT WORTH, TX

Michael Falvey

n/a

FORT WORTH, TX

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TRINITY FFV ALTERNATIVE INCOME FUND, LP

Other Private Fund

$18.0M

Nov 18, 2024

Jul 24, 2023

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CATHOLIC DIOCESE OF FORT WORTH ADVANCEMENT FOUNDATION

Owner

yes

07/2023

Jul 24, 2023

Nov 18, 2024

REID, COLUMBA, JOERGER

MANAGING MANAGER

yes

01/2007

Jan 11, 2012

Nov 18, 2024

SALADINO, SAMUEL, JOSEPH

MANAGING DIRECTOR, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

01/2024

Jan 11, 2012

Nov 18, 2024

SPIRITUS ENTERPRISES, INC.

Owner

yes

07/2023

Jul 24, 2023

Nov 18, 2024

ZERRUSEN, WILLIAM, DEAN

MANAGING MEMBER

yes

07/2009

Jan 11, 2012

Nov 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$126M

$107M

n/a

2024

Apr 23, 2025

$127M

n/a

2023

Mar 28, 2024

$115M

$18.0M

2022

Jan 30, 2023

$124M

$39.6M

n/a

2021

Feb 17, 2022

$105M

$42.2M

n/a

2020

Mar 24, 2021

$123M

$47.3M

n/a

2019

May 6, 2020

$28.4M

$26.7M

n/a

2018

Apr 1, 2019

$99.2M

$98.9M

n/a

2017

Mar 31, 2018

$128M

$116M

n/a

2016

Mar 30, 2017

$125M

n/a

2015

Mar 30, 2016

$80.1M

n/a

2014

Mar 31, 2015

$75.0M

n/a

2013

Mar 31, 2014

$60.3M

n/a

2012

Apr 1, 2013

$46.0M

n/a

2011

Mar 28, 2012

$44.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

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

$126M

$127M

-0.9%

$124M

0.5%