Trinity Investors Fund Advisors provides portfolio management for pooled vehicles. The firm advises 56 private funds.
Trinity Investors Fund Advisors reports 56 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($607M across 56 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 56 | $607M | 100.0% | $10.8M |
| Total | 56 | $607M | 100% | $10.8M |
- Clients
- 56
- Regulatory AUM
- $607M
- AUM share
- 100.0%
- Avg. per client
- $10.8M
Total
- Clients
- 56
- Regulatory AUM
- $607M
- AUM share
- 100%
- Avg. per client
- $10.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 56
- Financial planning clients last fiscal year
- 0
Trinity Investors Fund Advisors is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Trinity Investors, LLC owns 75% or more of Trinity Investors Fund Advisors and is in turn owned by Sanjay Chandra (50–75%) and Daniel Meader (50–75%). The leadership team of Trinity Investors Fund Advisors includes Chief Compliance Officer Daniel Meader. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 broker-dealer reps
- Owns 75% or more of Trinity Investors Fund Advisors, LLC
Trinity Investors, LLC
Control person · since April 2021
- Owns 50% to 75% of Trinity Investors, LLC
Sanjay Chandra
Control person · since April 2014
- Owns 50% to 75% of Trinity Investors, LLC
Daniel Meader
Control person · since April 2014
Trinity Investors Fund Advisors’ regulatory assets grew 1.5× from $399M (June 2023) to $607M (May 2026); clients rose from 33 to 56 and employees fell from 6 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $607M | 56 | 4 | 1 |
| Jul 2025July 2025 | $572M | 48 | 4 | 1 |
| Jun 2024June 2024 | $492M | 40 | 4 | 1 |
| Jun 2023June 2023 | $399M | 33 | 6 | 1 |
Besides its headquarters, Trinity Investors Fund Advisors has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 2102 E State Hwy 114, Suite 300, SouthlakeHQ
Contact and registration details
- Legal name
- Trinity Investors Fund Advisors, LLC
- Headquarters
- 2102 E State Hwy 114, Suite 300, Southlake, TX 76092
- Website
- trinityinvestors.com
- Phone
- 817-310-2900
- @trinityinvestors
- SEC file
- 801-128471
- Structure
- Texas LLC
- Fiscal year end
- December
Trinity Investors Fund Advisors has custody of $607M for 56 clients.
How many clients does Trinity Investors Fund Advisors have?
Trinity Investors Fund Advisors has 56 clients and manages $607 million for them, as of May 2026. They include 56 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 May 2026
What services does Trinity Investors Fund Advisors offer?
Trinity Investors Fund Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Trinity Investors Fund Advisors have?
Trinity Investors Fund Advisors has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Trinity Investors Fund Advisors?
Trinity Investors Fund Advisors is owned through a holding company by Sanjay Chandra and Daniel Meader. Its direct owner is Trinity Investors, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 May 2026
How does Trinity Investors Fund Advisors get paid?
Trinity Investors Fund Advisors is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Trinity Investors Fund Advisors?
Trinity Investors Fund Advisors’ main office is at 2102 E State Hwy 114, Suite 300, Southlake, TX 76092. Its phone number is 817-310-2900. Its website is trinityinvestors.com.