Broker-dealer firm · Southlake, TX
Trinity Investors Fund Advisors, LLC
SEC-registered investment adviser · CRD 314603 · SEC 801-128471
At a glance
Trinity Investors Fund Advisors, LLC is an SEC-registered investment adviser based in Southlake, Texas, with $607 million in regulatory assets under management as of its Form ADV filed May 20, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a broker-dealer firm, ranked 192nd of 391 broker-dealer firms and 7,065th of 17,210 SEC-registered advisers by assets.
Main office 817-310-2900trinityinvestors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $607M
- Rank among broker-dealer firms
- #192 of 391
- Rank among all SEC RIAs
- #7,065 of 17,210
- Rank in Texas
- #451 of 1,081
- Clients
- 56
- Accounts
- 56
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Daniel S. MeaderManaging Partner, Chief Compliance Officer
- Sanjay ChandraManaging Partner
Custody and brokerage
Custodian
Trinity Investors Fund Advisors, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Trinity Investors Fund Advisors, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Tpeg Securities, LLC.
- Tpeg Securities, LLC ↗CRD 146726
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, June 2026
Its Form ADV brochure (filed May 2026) names Tpeg Securities as the broker-dealer its advisers are registered with.
Additionally, our management persons, and employees are registered representatives of TPEG.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 56 | $607M | 100% |
Private funds
Trinity Investors Fund Advisors, LLC reports 56 private funds with $588M in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Trinity Investors Fund Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗trinityinvestors.com ↗
AtlasMembers
The full record on Trinity Investors Fund Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 142 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Trinity Investors Fund Advisors, LLC manage?
Trinity Investors Fund Advisors, LLC reports $607 million in regulatory assets under management across 56 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 20, 2026.
What kind of firm is Trinity Investors Fund Advisors, LLC?
Trinity Investors Fund Advisors, LLC is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.
Who are Trinity Investors Fund Advisors, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($607 million, 56 clients).
Does Trinity Investors Fund Advisors, LLC manage private funds?
Yes. It reports 56 private funds with $588 million in gross assets, including private equity funds, real estate funds.
Does Trinity Investors Fund Advisors, LLC have any disciplinary history?
Trinity Investors Fund Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Trinity Investors Fund Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →