Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Trinity Investors Fund Advisors, LLC

Trinity Investors Fund Advisors, LLC

Private equity with venture activity · probableSouthlake, TXtrinityinvestors.comSEC registered investment adviser

Trinity Investors, a private equity firm based in Southlake, Texas, strives to earn above-average, risk-adjusted returns through direct investment in real estate and operating companies utilizing partners who share our values.

registered adviser; venture funds are 0% of 40 private funds

Importance
34
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
75
high
Freshness
100
high
Research priority
11
low
Identity and regulatory footprint
Headquarters
Southlake, TXadviserinfo.sec.gov
Office address
2102 E STATE HWY 114, SUITE 300, Southlake, TX, 76092adviserinfo.sec.gov
Business phone
817-310-2900adviserinfo.sec.gov
Website
https://www.trinityinvestors.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jun 11, 2024
Private funds reported
40 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$468Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$492Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
4
Owners on Schedule A
Trinity Investors, LLC (Member), E
business email
ask@trinityinvestors.comtrinityinvestors.compublished by the subject
business email
media@trinityinvestors.comtrinityinvestors.compublished by the subject
business phone
817-310-2900adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
media
Stages
not stated or not yet read
Geography
denver, texas
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
Biotechnology 100%
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
31 reported, 2 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Trinity Waterloo Qp Investors LLCFeeder or parallel · ADV: Private Equity Fund2023 form d first saleActive deployment$26.8M
Jun 11, 2024
222$26.9M
of $40.0M
Feb 21, 2023
Tpeg Florida Home Health Qp Investors, LLCFeeder or parallel · ADV: Private Equity Fund2023 adv first reportedActive deployment$22.0M
Jun 11, 2024
154unknownunknown
Trinity Devansoy Qp Investors LLCFeeder or parallel · ADV: Private Equity Fund2023 adv first reportedActive deployment$20.1M
Jun 11, 2024
169unknownunknown
Trinity Waterloo Investors, LLCFund · ADV: Private Equity Fund2023 form d first saleActive deployment$7.7M
Jun 11, 2024
93$7.6M
of $40.0M
Feb 21, 2023
Trinity S2 Mf Qp Fund I LLCFeeder or parallel · ADV: Private Equity Fund2022 form d first saleActive deployment$80.3M
Jun 11, 2024
244$64.6MMar 28, 2022
Trinity S2 Mf Fund I LLCFund · ADV: Private Equity Fund2022 form d first saleActive deployment$30.0M
Jun 11, 2024
83$21.8MMar 28, 2022
Trinity Wpia Qp Investors, LLCFeeder or parallel · ADV: Private Equity Fund2022 form d first saleActive deployment$17.6M
Jun 11, 2024
157$17.1M
of $30.0M
Feb 25, 2022
Tpeg Florida Home Health InvestorsFund · ADV: Private Equity Fund2022 form d first saleActive deployment$9.7M
Jun 11, 2024
95$451,875
of $451,875
Feb 14, 2022
Tpeg Star II Qp Unvestors LLCFeeder or parallel · ADV: Private Equity Fund2022 form d first saleActive deployment$8.3M
Jun 11, 2024
124$7.9M
of $40.0M
Dec 16, 2022
Trinity Wpia Investors, LLCFund · ADV: Private Equity Fund2022 form d first saleActive deployment$7.4M
Jun 11, 2024
83$7.4M
of $30.0M
Feb 25, 2022
Trinity Devansoy Investors, LLCFund · ADV: Private Equity Fund2022 form d first saleActive deployment$6.9M
Jun 11, 2024
68$7.3M
of $40.0M
Sep 12, 2022
Tpeg Star II Investors, LLCFund · ADV: Private Equity Fund2022 form d first saleActive deployment$3.9M
Jun 11, 2024
78$3.2M
of $40.0M
Dec 16, 2022
Tpeg Plato Qp Investors LLCFeeder or parallel · ADV: Private Equity Fund2021 form d first saleMature$25.6M
Jun 11, 2024
157$6.2M
of $6.2M
Jan 21, 2021
Tpeg Kamaka Qp Investors LLCFeeder or parallel · ADV: Private Equity Fund2021 form d first saleMature$15.7M
Jun 11, 2024
153$21.5M
of $25.0M
Oct 14, 2021
Tpeg Star Qp Investors LLCFeeder or parallel · ADV: Private Equity Fund2021 form d first saleMature$11.4M
Jun 11, 2024
162$15.0M
of $15.0M
Aug 11, 2021
Tpeg Nuclein Qp Investors LLCFeeder or parallel · ADV: Private Equity Fund2021 form d first saleMature$11.1M
Jun 11, 2024
109$12.6M
of $12.6M
Feb 18, 2021
Tpeg Plato Investors, LLCFund · ADV: Private Equity Fund2021 form d first saleMature$10.6M
Jun 11, 2024
86$2.8M
of $2.8M
Jan 22, 2021
Tpeg Star Investors LLCFund · ADV: Private Equity Fund2021 form d first saleMature$5.6M
Jun 11, 2024
61$5.0M
of $5.0M
Aug 11, 2021
Tpeg 2021 Chief Investors LLCFund · ADV: Private Equity Fund2021 name yearMature$5.2M
Jun 11, 2024
22unknownunknown
Tpeg Kamaka Investors LLCFund · ADV: Private Equity Fund2021 form d first saleMature$4.7M
Jun 11, 2024
56$5.5M
of $25.0M
Oct 14, 2021
Tpeg Nuclein Investors LLCFund · ADV: Private Equity Fund2021 form d first saleMature$1.5M
Jun 11, 2024
33$12.6M
of $12.6M
Feb 18, 2021
TPEG 2021 Chief Investors LLCFund2021 form d first saleMatureunknownunknown$3.5M
of $6.0M
Jan 13, 2022
Tpeg Donnelly Investors, LLCFund · ADV: Private Equity Fund2020 form d first saleMature$16.4M
Jun 11, 2024
95$9.9M
of $9.9M
Nov 25, 2020
Tpeg Chief Investors, LLCFund · ADV: Private Equity Fund2019 form d first saleMature$8.2M
Jun 11, 2024
76$8.2M
of $8.2M
Aug 24, 2020
Trinity Secure Income Fund I LLCFund · ADV: Private Equity Fund2019 form d first saleMature$2.3M
Jun 11, 2024
22$12.1M
of $20.0M
Aug 10, 2020
Tpeg Dispatch Investors, LLCFund · ADV: Private Equity Fund2018 form d first saleHarvest$8.4M
Jun 11, 2024
63$5.4M
of $5.4M
Dec 18, 2018
Tpeg Falcon Investors, LLCFund · ADV: Private Equity Fund2018 form d first saleHarvest$3.0M
Jun 11, 2024
33$3.0M
of $3.0M
Jan 3, 2019
RBN Holdings, LLCFund · ADV: Private Equity Fund2010 form d first saleHarvest$993,751
Jun 11, 2024
28$1.8M
of $1.8M
Oct 15, 2010
Tpeg Robokind Investors, LLCFund · ADV: Private Equity FundunknownUnknown$8.6M
Jun 11, 2024
50$0
of $5.0M
Sep 7, 2018
Tpeg Nano Qp Investors LLCFeeder or parallel · ADV: Private Equity FundunknownUnknown$5.8M
Jun 11, 2024
68unknownunknown
Tpeg Mac 5 Investors, LLCFund · ADV: Private Equity FundunknownUnknown$0
Jun 11, 2024
28unknownunknown
Tpeg Freedom Powersports Investors, LLCFund · ADV: Private Equity FundunknownWound down$4.4M
Jun 3, 2021
30unknownunknown
Tpeg Gold Investors, LLCFund · ADV: Private Equity FundunknownWound down$4.2M
Jun 3, 2021
61unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
4 current, 0 departed
Aldo Vera
Tax Associate
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Daniel Shrigley Meader
Managing Partner, Chief Compliance Officer · since Apr 1, 2021
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Sanjay Chandra
Managing Partner · since Apr 1, 2021
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Doug Gunn
Strategic Partner
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Investments on record
1 edges, 1 companies, 1 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Nuclein, LLCboard seatunknown · boardSanjay Chandra (strongly supported)unknownunknownFeb 3, 2025Inference SEC EDGAR Form D data sets (quarterly)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
35 dated events
  1. Mar 31, 2023
    Tpeg Kamaka Investors LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $4,705,000
    Fund first reported on Form ADVFundsFactTpeg Kamaka Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Mar 31, 2023
    Trinity Devansoy Qpinvestors LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $20,130,165
    Fund first reported on Form ADVFundsFactTrinity Devansoy Qp Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Mar 31, 2023
    Tpeg Florida Home Health Qp Investors, LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $19,126,500
    Fund first reported on Form ADVFundsFactTpeg Florida Home Health Qp Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Mar 31, 2023
    Tpeg Kamaka Qp Investors LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $15,735,000
    Fund first reported on Form ADVFundsFactTpeg Kamaka Qp Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 31, 2023
    Trinity S2 Mf Qp Fund I LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $78,690,000
    Fund first reported on Form ADVFundsFactTrinity S2 Mf Qp Fund I LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 31, 2023
    Trinity Waterloo Qp Investors LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $26,830,500
    Fund first reported on Form ADVFundsFactTrinity Waterloo Qp Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 31, 2023
    Trinity Devansoy Investors, LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $6,869,835
    Fund first reported on Form ADVFundsFactTrinity Devansoy Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Mar 31, 2023
    Tpeg Florida Home Health Investors first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $9,236,604
    Fund first reported on Form ADVFundsFactTpeg Florida Home Health InvestorsSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 31, 2023
    Trinity Waterloo Investors, LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $7,669,500
    Fund first reported on Form ADVFundsFactTrinity Waterloo Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Mar 31, 2023
    Trinity Wpia Investors, LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $7,369,500
    Fund first reported on Form ADVFundsFactTrinity Wpia Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Mar 31, 2023
    Trinity S2 Mf Fund I LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $29,425,789
    Fund first reported on Form ADVFundsFactTrinity S2 Mf Fund I LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Mar 31, 2023
    Tpeg Star II Investors, LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $3,928,228
    Fund first reported on Form ADVFundsFactTpeg Star II Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Mar 31, 2023
    Trinity Wpia Qp Investors, LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $17,630,500
    Fund first reported on Form ADVFundsFactTrinity Wpia Qp Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Mar 31, 2023
    Tpeg Star II Qp Unvestors LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $8,272,781
    Fund first reported on Form ADVFundsFactTpeg Star II Qp Unvestors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Jan 25, 2022
    Tpeg 2021 Chief Investors LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $3,500,000
    Fund first reported on Form ADVFundsFactTpeg 2021 Chief Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Jan 25, 2022
    Tpeg Star Investors LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $6,194,000
    Fund first reported on Form ADVFundsFactTpeg Star Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Jan 25, 2022
    Tpeg Star Qp Investors LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $13,806,000
    Fund first reported on Form ADVFundsFactTpeg Star Qp Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Jan 25, 2022
    Tpeg Freedom Powersports Investors, LLC no longer reported on Form ADV by Tpeg Opco Advisors LLC
    Fund no longer reportedFundsInferenceTpeg Freedom Powersports Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Jan 25, 2022
    Tpeg Gold Investors, LLC no longer reported on Form ADV by Tpeg Opco Advisors LLC
    Fund no longer reportedFundsInferenceTpeg Gold Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Jun 3, 2021
    Tpeg Plato Investors, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $11,051,300
    Fund first reported on Form ADVFundsFactTpeg Plato Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Jun 3, 2021
    Tpeg Nuclein Qp Investors LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $11,020,000
    Fund first reported on Form ADVFundsFactTpeg Nuclein Qp Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  22. Jun 3, 2021
    Tpeg Donnelly Investors, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $16,430,000
    Fund first reported on Form ADVFundsFactTpeg Donnelly Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  23. Jun 3, 2021
    Trinity Secure Income Fund I LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $5,312,591
    Fund first reported on Form ADVFundsFactTrinity Secure Income Fund I LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  24. Jun 3, 2021
    Tpeg Gold Investors, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $4,200,000
    Fund first reported on Form ADVFundsFactTpeg Gold Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  25. Jun 3, 2021
    Tpeg Freedom Powersports Investors, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $4,430,000
    Fund first reported on Form ADVFundsFactTpeg Freedom Powersports Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  26. Jun 3, 2021
    RBN Holdings, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $3,300,000
    Fund first reported on Form ADVFundsFactRBN Holdings, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  27. Jun 3, 2021
    Tpeg Nano Qp Investors LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $5,600,000
    Fund first reported on Form ADVFundsFactTpeg Nano Qp Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  28. Jun 3, 2021
    Tpeg Plato Qp Investors LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $7,428,700
    Fund first reported on Form ADVFundsFactTpeg Plato Qp Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  29. Jun 3, 2021
    Tpeg Robokind Investors, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $8,550,000
    Fund first reported on Form ADVFundsFactTpeg Robokind Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  30. Jun 3, 2021
    Tpeg Dispatch Investors, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $7,535,464
    Fund first reported on Form ADVFundsFactTpeg Dispatch Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  31. Jun 3, 2021
    Tpeg Chief Investors, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $8,184,000
    Fund first reported on Form ADVFundsFactTpeg Chief Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  32. Jun 3, 2021
    Tpeg Mac 5 Investors, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $6,779,423
    Fund first reported on Form ADVFundsFactTpeg Mac 5 Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  33. Jun 3, 2021
    Tpeg Falcon Investors, LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $3,000,000
    Fund first reported on Form ADVFundsFactTpeg Falcon Investors, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  34. Jun 3, 2021
    Tpeg Opco Advisors LLC first filed Form ADV (ERA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  35. Jun 3, 2021
    Tpeg Nuclein Investors LLC first reported on Form ADV by Tpeg Opco Advisors LLC (Private Equity Fund), GAV $1,580,000
    Fund first reported on Form ADVFundsFactTpeg Nuclein Investors LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 40 private funds
Evidence
37 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserJun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2021-06-03Jun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-06-11Jun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Jun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone817-310-2900Jun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionTrinity Investors, a private equity firm based in Southlake, Texas, strives to earn above-average, risk-adjusted returns through direct investment in real estate and operating companies utilizing partners who share our values.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionTrinity Investors, a private equity firm based in Southlake, Texas, strives to earn above-average, risk-adjusted returns through direct investment in real estate and operating companies utilizing partners who share our values.
“meta description”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees4Jun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersSouthlake, TXJun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address2102 E STATE HWY 114, SUITE 300, Southlake, TX, 76092Jun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://www.trinityinvestors.com/portfolio
“0 entries read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://www.trinityinvestors.com/portfolio
“0 entries read”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported40Jun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$468MJun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$492MJun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographydenver,texas
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographydenver,texas
“geography words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsmedia
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsmedia
“sector words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.trinityinvestors.com/team
“2 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.trinityinvestors.com/team
“2 name/title pairs read”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Jun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://www.trinityinvestors.comJun 11, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleTrinity Investors | Private Equity | Alternative Investing
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleTrinity Investors | Private Equity | Alternative Investing
“title tag”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)