{"url":"https://nivawealth.com/firms/trinity-investors-fund-advisors-314603","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/314603","regulatoryAum":606610094,"crd":"314603","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5512809","suffix":null,"lastName":"CHANDRA","firstName":"SANJAY","middleName":null},{"crd":"4789581","suffix":null,"lastName":"MEADER","firstName":"DANIEL","middleName":"SHRIGLEY"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-06-29","regulatoryAum":399205092,"clients":33,"employees":6,"offices":1},{"filedOn":"2024-06-11","regulatoryAum":492220173,"clients":40,"employees":4,"offices":1},{"filedOn":"2025-07-22","regulatoryAum":572305764,"clients":48,"employees":4,"offices":1},{"filedOn":"2026-05-20","regulatoryAum":606610094,"clients":56,"employees":4,"offices":1}],"secFileNumber":"801-128471","legalName":"Trinity Investors Fund Advisors, LLC","displayName":"Trinity Investors Fund Advisors","slug":"trinity-investors-fund-advisors-314603","website":"https://trinityinvestors.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/trinityinvestors","founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2102 E State Hwy 114, Suite 300","city":"Southlake","state":"TX","stateName":"Texas","country":"United States","postalCode":"76092"},"tradeNames":[],"registration":{"secApproved":"28 July 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":4,"advisory":4,"brokerDealerReps":4,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":606610094,"discretionary":606610094,"discretionaryAccounts":56,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":56,"regulatoryAum":606610094}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Trinity Investors Fund Advisors has custody of $607M for 56 clients.","otherCustodians":[],"leadership":[{"name":"Daniel Meader","title":"Managing Partner, Chief Compliance Officer","crd":"4789581"},{"name":"Sanjay Chandra","title":"Managing Partner","crd":"5512809"}],"ownership":[{"label":"Trinity Investors, LLC","detail":"Member in the 75% or more ownership band and a control person, since April 2021."},{"label":"Sanjay Chandra","detail":"Indirect owner: a member of Trinity Investors, LLC in the 50% to 75% band and a control person, since April 2014.","parent":"Trinity Investors, LLC"},{"label":"Daniel Meader","detail":"Indirect owner: a member of Trinity Investors, LLC in the 50% to 75% band and a control person, since April 2014.","parent":"Trinity Investors, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"2102 E State Hwy 114, Suite 300","city":"Southlake","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"817-310-2900","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":56},"sources":{"adv1FilingDate":"20 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/314603/PDF/314603.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Trinity Investors Fund Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Trinity Investors Fund Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Trinity Investors Fund Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Trinity Investors Fund Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Trinity Investors Fund Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Trinity Investors Fund Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}