DFX Intelligence
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | Southlake, | $492M | 44 | 42 | 13 | 2024 | ||
| · probable | $1.2B | 39 | 20 | 12 | 2024 | |||
TRINITY FINANCIAL ADVISORS LLC Registered adviser · RIA / Wealth · 801-81196 Also on Independent Sponsors, Private Equity | COLUMBUS, | $670M | 1 | 6 | 2015 | |||
| SANTA BARBARA, | $557M | 5 | 2012 | |||||
T•••••• F••• A••••••• L•• Manager · RE funds · matched T•••••• Investments · Under 1b Also on RIA / Wealth Management | · candidate | Honolulu, | $343M | 4 | 6 | 2023 | ||
| WEST CHESTER, | $388M | 4 | 2012 | |||||
| FORT WORTH, | $126M | 1 | 2 | 2012 | ||||
| JACKSON, | $458M | 2012 | ||||||
| · probable Lower middle market | Phoenix, | $60.0M | 259 | 1 | 25 | 2024 | ||
| CHICAGO, | $212M | 2012 | ||||||
T•••••• A•••• M••••••••• C•• Registered adviser · RIA / Wealth · matched T•••••• A•••• M••••••••• CORPORATION | LOS ANGELES, | $109M | 2026 | |||||
| BLOOMFIELD HILLS, | $91.5M | 2026 | ||||||
S•• C•••••• M••••••••• L• Firm · Private equity · matched Trinity Investment Group, LLC ("relying Adviser") Also on RIA / Wealth Management | · probable Unsized | $77.5M | 4 | 3 | ||||
| OVERLAND PARK, | $55.3M | 2026 | ||||||
| $55.1M | 2026 | |||||||
| BROOKHAVEN, | $39.7M | 2026 | ||||||
K••• V••••••• Firm · Venture · matched The Trinity Fund · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Rockville, | $43.0M | 3 | 1 | 2024 | ||
| GERMANTOWN, | $165M | 2 | 2017 | |||||
| $16.0M | 2011 | |||||||
| ONTARIO, | 1 | 2012 | ||||||
| $446M | 5 | 3 | 2027 | |||||
| Waltham, | 875 | |||||||
| Boston, | 281 | |||||||
| Ofallon, | 254 | |||||||
| Sacramento, | 103 | |||||||
| Charlotte, | 124 | |||||||
| Mount Hope, | 60 | |||||||
| Springfield, | ||||||||
| $29.7M | 1 | 1 | 2027 | |||||
| $2.0M | 2 | 2022 | ||||||
| 1 | ||||||||
| 1 | ||||||||
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Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.