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Chief Financial Officer · Trinity Fund Advisors LLC

JoAnne C. Halligan

CRD 8192181 · Named on Form ADV at one SEC-registered adviser

At a glance

Trinity Fund Advisors LLC, an SEC-registered private fund adviser based in Miami, FL with $930 million in regulatory assets, lists JoAnne C. Halligan on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

JoAnne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jeffrey S. BarryChief Administrative Officer & General Counsel & Interim Chief Compliance Officer, Trinity Fund Advisors LLC
  • Sean A. HehirPresident & Chief Executive Officer, Trinity Fund Advisors LLC
  • Ryan P. DonnChief Investment Officer, Trinity Fund Advisors LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For JoAnne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.