DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Trinity Investors Fund Advisors, LLC
Latest filing May 20, 2026
First filing on the tape Jun 29, 2023 · 14 filings
SEC status approved since Jul 28, 2023
RAUM
$607M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$303M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
56
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$607M as of May 20, 2026
Mar 28, 2024$420M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 20, 2026
Mar 28, 20240 then
Employees (5.A)4 as of May 20, 2026
Mar 28, 20244 then
Private funds56 as of May 20, 2026
Mar 28, 202440 then
RAUM +6.0% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $303MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $10.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $607M, 56 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$607M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 56reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $607M for 56 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Shrigley MeaderChartered Financial Analyst | Southlake, Tx | Jul 31, 2023 | 27 y | 1 |
| Sanjay ChandraChartered Financial Analyst | Southlake, Tx | Oct 6, 2023 | 35 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Daniel Shrigley Meader from Trinity AdvisorsJul 31, 2023 · Other
Private funds
42 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Trinity S2 Mf Qp Fund I LLC | Private Equity Fund | $80.3M | 244 | Mar 31, 2023 |
| Trinity S2 Mf Fund I LLC | Private Equity Fund | $30.0M | 83 | Mar 31, 2023 |
| Trinity Waterloo Qp Investors LLC | Private Equity Fund | $26.8M | 222 | Mar 31, 2023 |
| Tpeg Plato Qp Investors LLC | Private Equity Fund | $25.6M | 157 | Jun 3, 2021 |
| Trinity S2 Mf Qp Fund II LLC | Private Equity Fund | $24.1M | 66 | Mar 28, 2024 |
| Tpeg Florida Home Health Qp Investors, LLC | Private Equity Fund | $22.0M | 154 | Mar 31, 2023 |
| Trinity Devansoy Qp Investors LLC | Private Equity Fund | $20.1M | 169 | Mar 31, 2023 |
| Trinity Bvg Jaya Qp Investors LLC | Private Equity Fund | $19.6M | 143 | Mar 28, 2024 |
| Trinity Wpia Qp Investors, LLC | Private Equity Fund | $17.6M | 157 | Mar 31, 2023 |
| Tpeg Donnelly Investors, LLC | Private Equity Fund | $16.4M | 95 | Jun 3, 2021 |
| Tpeg Kamaka Qp Investors LLC | Private Equity Fund | $15.7M | 153 | Mar 31, 2023 |
| Tpeg Star Qp Investors LLC | Private Equity Fund | $11.4M | 162 | Jan 25, 2022 |
| Tpeg Nuclein Qp Investors LLC | Private Equity Fund | $11.1M | 109 | Jun 3, 2021 |
| Tpeg Plato Investors, LLC | Private Equity Fund | $10.6M | 86 | Jun 3, 2021 |
| Tpeg Florida Home Health Investors LLC | Private Equity Fund | $9.7M | 95 | Mar 31, 2023 |
| Trinity Nuclein Rd II Qp Investors LLC | Private Equity Fund | $9.7M | 93 | Jun 29, 2023 |
| Trinity Bvg Jaya Investors LLC | Private Equity Fund | $8.9M | 87 | Mar 28, 2024 |
| Tpeg Robokind Investors, LLC | Private Equity Fund | $8.6M | 50 | Jun 3, 2021 |
| Tpeg Dispatch Investors, LLC | Private Equity Fund | $8.4M | 63 | Jun 3, 2021 |
| Tpeg Star II Qp Unvestors LLC | Private Equity Fund | $8.3M | 124 | Mar 31, 2023 |
| Tpeg Chief Investors, LLC | Private Equity Fund | $8.2M | 76 | Jun 3, 2021 |
| Trinity Waterloo Investors, LLC | Private Equity Fund | $7.7M | 93 | Mar 31, 2023 |
| Trinity Wpia Investors, LLC | Private Equity Fund | $7.4M | 83 | Mar 31, 2023 |
| Trinity Devansoy Investors, LLC | Private Equity Fund | $6.9M | 68 | Mar 31, 2023 |
| Tpeg Nano Qp Investors LLC | Private Equity Fund | $5.8M | 68 | Jun 3, 2021 |
| Tpeg Star Investors LLC | Private Equity Fund | $5.6M | 61 | Jan 25, 2022 |
| Tpeg 2021 Chief Investors, LLC | Private Equity Fund | $5.2M | 22 | Jan 25, 2022 |
| Tpeg Freedom Powersports, LLC | Private Equity Fund | $4.8M | 94 | Mar 28, 2024 |
| Tpeg Kamaka Investors LLC | Private Equity Fund | $4.7M | 56 | Mar 31, 2023 |
| Trinity S2 Mf Fund II LLC | Private Equity Fund | $4.6M | 23 | Mar 28, 2024 |
| Tpeg Freedom Powersports Investors, LLCno longer reported | Private Equity Fund | $4.4M | 30 | Jun 3, 2021 |
| Tpeg Gold Investors, LLCno longer reported | Private Equity Fund | $4.2M | 61 | Jun 3, 2021 |
| Tpeg Star II Investors, LLC | Private Equity Fund | $3.9M | 78 | Mar 31, 2023 |
| Tpeg Green Energy Investors, LLC | Private Equity Fund | $3.7M | 47 | Jun 3, 2021 |
| Tpeg Falcon Investors, LLC | Private Equity Fund | $3.0M | 33 | Jun 3, 2021 |
| Trinity Nuclein Rd III Qp Investors LLC | Private Equity Fund | $2.9M | 35 | Mar 28, 2024 |
| Trinity Nuclein Rd II Investors LLC | Private Equity Fund | $2.4M | 40 | Jun 29, 2023 |
| Trinity Secure Income Fund I LLC | Private Equity Fund | $2.3M | 22 | Jun 3, 2021 |
| Tpeg Nuclein Investors LLC | Private Equity Fund | $1.5M | 33 | Jun 3, 2021 |
| Trinity Nuclein Rd III Investors LLC | Private Equity Fund | $1.4M | 25 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Sanjay Chandra · Managing Partnercontrolsince 04/2021 · owns less than 5%
- Shrigley Daniel Meader · Managing Partner, Chief Compliance Officercontrolsince 04/2021 · owns less than 5%
- Sanjay Chandra · Membercontrolsince 04/2014 · owns 50% to 75% of Trinity Investors, LLC
- Shrigley Daniel Meader · Membercontrolsince 04/2014 · owns 50% to 75% of Trinity Investors, LLC
Entity owners
- Trinity Investors, LLC · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Ksa Partners, LLCinvestment advisern
- Tpeg Securities, LLCbroker-dealerpooled vehicle sponsorn
- Trinity Insurance Company, Inc.real estaten
- Trinity Investors, LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Southlake, Tx · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing May 20, 2026private funds per $1B of RAUM of 92.3 against a peer median of 8.9 (463 comparable advisers, 99.0th percentile, 13.9 robust deviations)peers: asset managers, $500M to $1B (463) · 99% percentile
What changed
consecutive filings, newest first
- Assets in custody · $605M to $607MMar 31, 2026 to Apr 30, 2026
- Discretionary RAUM · $605M to $607MMar 31, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $605M to $607MMar 31, 2026 to Apr 30, 2026
- RAUM · $605M to $607MMar 31, 2026 to Apr 30, 2026
- Accounts · 48 to 56Oct 21, 2025 to Mar 31, 2026
- Pooled vehicle clients · 48 to 56Oct 21, 2025 to Mar 31, 2026
- Assets in custody · $572M to $605MOct 21, 2025 to Mar 31, 2026
- Private funds · 48 to 56Oct 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $572M to $605MOct 21, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $572M to $605MOct 21, 2025 to Mar 31, 2026
- RAUM · $572M to $605MOct 21, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Jul 22, 2025 to Oct 21, 2025
- Accounts · 60 to 48Apr 16, 2025 to May 22, 2025
- Pooled vehicle clients · 60 to 48Apr 16, 2025 to May 22, 2025
- Assets in custody · $518M to $572MApr 16, 2025 to May 22, 2025
- Accounts · 40 to 60Jun 11, 2024 to Apr 16, 2025
- Pooled vehicle clients · 40 to 60Jun 11, 2024 to Apr 16, 2025
- Assets in custody · $420M to $518MJun 11, 2024 to Apr 16, 2025
- Private funds · 40 to 48Jun 11, 2024 to Apr 16, 2025
- Discretionary RAUM · $492M to $572MJun 11, 2024 to Apr 16, 2025
- Pooled vehicle RAUM · $492M to $572MJun 11, 2024 to Apr 16, 2025
- RAUM · $492M to $572MJun 11, 2024 to Apr 16, 2025
- Discretionary RAUM · $420M to $492MApr 29, 2024 to Jun 11, 2024
- Pooled vehicle RAUM · $420M to $492MApr 29, 2024 to Jun 11, 2024
- RAUM · $420M to $492MApr 29, 2024 to Jun 11, 2024
- Accounts · 26 to 40Apr 9, 2024 to Apr 18, 2024
- Pooled vehicle clients · 26 to 40Apr 9, 2024 to Apr 18, 2024
- Accounts · 40 to 26Mar 28, 2024 to Apr 9, 2024
- Pooled vehicle clients · 40 to 26Mar 28, 2024 to Apr 9, 2024
- Accounts · 33 to 40Nov 3, 2023 to Mar 28, 2024
- Pooled vehicle clients · 33 to 40Nov 3, 2023 to Mar 28, 2024
- Assets in custody · $399M to $420MNov 3, 2023 to Mar 28, 2024
- Employees · 5 to 4Nov 3, 2023 to Mar 28, 2024
- Private funds · 33 to 40Nov 3, 2023 to Mar 28, 2024
- Discretionary RAUM · $399M to $420MNov 3, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $399M to $420MNov 3, 2023 to Mar 28, 2024
- RAUM · $399M to $420MNov 3, 2023 to Mar 28, 2024
- Advisory employees · 3 to 4Jun 29, 2023 to Nov 3, 2023
- BD registered reps · 3 to 4Jun 29, 2023 to Nov 3, 2023
- Employees · 6 to 5Jun 29, 2023 to Nov 3, 2023
Signals
1 dated events
- Trinity Investors Fund Advisors, Llc filed its initial SEC registration (Form ADV)Jun 29, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Trinity Investors Fund Advisors, LLC · Independent Sponsorsshared crd · capital_provider
- Trinity Investors Fund Advisors, LLC · Private Equityshared crd · organization
- Trinity Investors Fund Advisors, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/trinityinvestorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- trinityinvestors.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 817-310-2900reportedpublic record, Form ADV, May 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $303Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026