Trinity Investors Fund Advisors, LLC
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.
In the firm's own words, from its website.
1 additional team member, 30 additional investments, funds and LPs, 31 events, 3 verified contacts (1 published business email, 1 general firm email, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- Managing PartnerWhy: Managing partner: runs the firmNo route on file yet
- Strategic PartnerWhy: Partner: part of the investment decisionNo route on file yet
- Tax AssociateWhy: Named with investment responsibilityNo route on file yet
Relationship network
40 connected entities2 observed roundsrounds 2016 to 2018
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Company
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Trinity Investors Fund Advisors, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Trinity Investors Fund Advisors, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
3 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“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.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Nuclein, LLC | board seat | unknown · board | Sanjay Chandra (strongly supported) | unknown | unknown | Feb 3, 2025 | Inference Form D |
| DispatchIt, Inc. \DE | Form D equity offering | unknown · board | Daniel Shrigley Meader (strongly supported) | $7.2M form d sold | unknown | Dec 21, 2018 | Inference Form D |
| Hanson Robokind & Intelligent Bots, LLC | Form D equity offering | unknown · board | Sanjay Chandra (strongly supported) | $3.5M form d sold | unknown | Jul 6, 2016 | Inference Form D |
Stated thesis versus observed behaviour
- Sectors
- media
- Stages
- not stated or not yet read
- Geography
- denver, texas
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
4 current, 0 departed
Decision makers
- Sanjay Chandra · Managing PartnerWhy this person: Managing partner: runs the firm; Named with investment responsibility
- Doug Gunn · Strategic PartnerWhy this person: Partner: part of the investment decision; Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Managing Partner · 2 deals attributed
- Strategic Partner
- Tax Associate
Contacts
1 published business email, 1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
31 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Trinity Waterloo Qp Investors LLC | Feeder or parallel · ADV: Private Equity Fund | 2023 form d first sale | Active deployment | $26.8M May 20, 2026 | 222 | $26.9M of $40.0M | Feb 21, 2023 |
| Tpeg Florida Home Health Qp Investors, LLC | Feeder or parallel · ADV: Private Equity Fund | 2023 adv first reported | Active deployment | $22.0M May 20, 2026 | 154 | unknown | unknown |
| Trinity Devansoy Qp Investors LLC | Feeder or parallel · ADV: Private Equity Fund | 2023 adv first reported | Active deployment | $20.1M May 20, 2026 | 169 | unknown | unknown |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 5 other DFX graphs
Co-investors
Across DFX and the capital chainon 5 other DFX graphs ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Independent Sponsors, Private Equity, Real Estate Funds, RIA and Wealth, Private Credit, matched by identifier. See which records
Trinity Investors Fund Advisors, LLC is the same institution as 5 records in Independent Sponsors, Private Equity, Real Estate Funds, RIA and Wealth and Private Credit.
DFX found 5 relationships across 5 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
36 dated events, 56 observations from 3 sources
Timeline
- seen on or beforeSep 24, 2026Trinity Investors Fund Advisors, LLC: PE_WITH_VENTURE_ACTIVITY -> CANDIDATE_VC (no sworn venture fact yet (name or round mention only))Classification changedClassificationInference
- Mar 31, 2023Trinity Devansoy Qpinvestors LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $20,130,165
- Mar 31, 2023Tpeg Florida Home Health Qp Investors, LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $19,126,500
- Mar 31, 2023Tpeg Kamaka Qp Investors LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $15,735,000
- Mar 31, 2023Trinity S2 Mf Qp Fund I LLC first reported on Form ADV by Trinity Investors Fund Advisors, LLC (Private Equity Fund), GAV $78,690,000
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed May 20, 2026 · 56 private fundsShowHide
- Headquarters
- Southlake, TXadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- trinityinvestors.com
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- May 20, 2026
- Private funds reported
- 56 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $588Madviserinfo.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), owns 75% or more
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 24, 2026Candidate (candidate, 50%)No sworn venture fact yet (name or round mention only)
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 0% of 56 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 0% of 40 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Registered investment adviser | May 20, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jun 11, 2024 | Fact | Form ADV |
| First Form ADV filing | 2021-06-03 | May 20, 2026 | Fact | Form ADV |
| First Form ADV filing | 2021-06-03 | Jun 11, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-05-20 | May 20, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-06-11 | Jun 11, 2024 | Fact | Form ADV |
| Venture share of reported funds | 0 | May 20, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Jun 11, 2024 | Fact | Form ADV |
| Business phone | Jun 11, 2024 | Fact | Form ADV | |
| Description | Sep 30, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 12, 2026 | Fact | ||
| Employees | 4 | Jun 11, 2024 | Fact | Form ADV |
| Headquarters | Southlake, TX | Jun 11, 2024 | Fact | Form ADV |
| Office address | Jun 11, 2024 | Fact | Form ADV | |
| Portfolio page | Sep 30, 2026 | Fact | ||
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 12, 2026 | Fact | ||
| Private funds reported | 56 | May 20, 2026 | Fact | Form ADV |
| Private funds reported | 40 | Jun 11, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $588M | May 20, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $468M | Jun 11, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $492M | Jun 11, 2024 | Fact | Form ADV |
| Stated geography | Denver, texas “geography words on the home page” | Sep 30, 2026 | Fact | |
| Stated geography | Denver, texas “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | Denver, texas “geography words on the home page” | Sep 12, 2026 | Fact | |
| Stated sectors | media “sector words on the home page” | Sep 30, 2026 | Fact | |
| Stated sectors | media “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | media “sector words on the home page” | Sep 12, 2026 | Fact | |
| Team page | Sep 30, 2026 | Fact | ||
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 12, 2026 | Fact | ||
| Venture funds reported | 0 | May 20, 2026 | Fact | Form ADV |
| Venture funds reported | 0 | Jun 11, 2024 | Fact | Form ADV |
| Website | Jun 11, 2024 | Fact | Form ADV | |
| Site title | Sep 30, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 12, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersCandidate, candidateShowHide
No sworn venture fact yet (name or round mention only)
- importance
- gav: 0 · funds: 0.08 · people: 0.16 · investments: 0.18 · scale basis: Venture-typed funds only (Candidate): 1 fund, $0M of $376M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2025-02-03
- emerging manager
- fund count: 33 · reported gav: $376M · first adv filing: 2021-06-03 · years since first filing: 5.3
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Organization classification changed2026-09-24
- Fund refused2026-09-15
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.