Trinity Investors Fund Advisors, Llc
- Regulatory AUM
- $607M
- Discretionary
- $607M
- Clients
- 56
- Avg AUM / client
- $10.8M
- Accounts
- 56
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 56 | $607M | 100.0% |
Private funds (40)
View all →Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $468M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Trinity S2 Mf Qp Fund I Llc | Private Equity Fund | Texas | $80.3M | 244 |
| Trinity S2 Mf Fund I Llc | Private Equity Fund | Texas | $30.0M | 83 |
| Trinity Waterloo Qp Investors Llc | Private Equity Fund | Texas | $26.8M | 222 |
| Tpeg Plato Qp Investors Llc | Private Equity Fund | Texas | $25.6M | 157 |
| Trinity S2 Mf Qp Fund Ii Llc | Private Equity Fund | Texas | $24.1M | 66 |
| Tpeg Florida Home Health Qp Investors, Llc | Private Equity Fund | Texas | $22.0M | 154 |
| Trinity Devansoy Qp Investors Llc | Private Equity Fund | Texas | $20.1M | 169 |
| Trinity Bvg Jaya Qp Investors Llc | Private Equity Fund | Texas | $19.6M | 143 |
| Trinity Wpia Qp Investors, Llc | Private Equity Fund | Texas | $17.6M | 157 |
| Tpeg Donnelly Investors, Llc | Private Equity Fund | Texas | $16.4M | 95 |
| Tpeg Kamaka Qp Investors Llc | Private Equity Fund | Texas | $15.7M | 153 |
| Tpeg Star Qp Investors Llc | Private Equity Fund | Texas | $11.4M | 162 |
| Tpeg Nuclein Qp Investors Llc | Private Equity Fund | Texas | $11.1M | 109 |
| Tpeg Plato Investors, Llc | Private Equity Fund | Texas | $10.6M | 86 |
| Tpeg Florida Home Health Investors Llc | Private Equity Fund | Texas | $9.7M | 95 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Shrigley Meader | Member | CFA | Apr 2014 (12y) | ≈ 37.5% – 75% via Trinity Investors, Llc |
| Sanjay Chandra | Member | CFA | Apr 2014 (12y) | ≈ 37.5% – 75% via Trinity Investors, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Trinity Investors, Llc | Member | Apr 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Daniel Shrigley Meader: 50% – 75% of Trinity Investors, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Sanjay Chandra: 50% – 75% of Trinity Investors, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (40, $468M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Trinity S2 Mf Qp Fund I Llc | Private Equity Fund | $80.3M | $100K | 244 |
| Trinity S2 Mf Fund I Llc | Private Equity Fund | $30.0M | $100K | 83 |
| Trinity Waterloo Qp Investors Llc | Private Equity Fund | $26.8M | $75.0K | 222 |
| Tpeg Plato Qp Investors Llc | Private Equity Fund | $25.6M | $30.0K | 157 |
| Trinity S2 Mf Qp Fund Ii Llc | Private Equity Fund | $24.1M | $200K | 66 |
| Tpeg Florida Home Health Qp Investors, Llc | Private Equity Fund | $22.0M | $75.0K | 154 |
| Trinity Devansoy Qp Investors Llc | Private Equity Fund | $20.1M | $75.0K | 169 |
| Trinity Bvg Jaya Qp Investors Llc | Private Equity Fund | $19.6M | $100K | 143 |
| Trinity Wpia Qp Investors, Llc | Private Equity Fund | $17.6M | $100K | 157 |
| Tpeg Donnelly Investors, Llc | Private Equity Fund | $16.4M | $50.0K | 95 |
| Tpeg Kamaka Qp Investors Llc | Private Equity Fund | $15.7M | $75.0K | 153 |
| Tpeg Star Qp Investors Llc | Private Equity Fund | $11.4M | $30.0K | 162 |
| Tpeg Nuclein Qp Investors Llc | Private Equity Fund | $11.1M | $100K | 109 |
| Tpeg Plato Investors, Llc | Private Equity Fund | $10.6M | $25.0K | 86 |
| Tpeg Florida Home Health Investors Llc | Private Equity Fund | $9.7M | $75.0K | 95 |
| Trinity Nuclein Rd Ii Qp Investors Llc | Private Equity Fund | $9.7M | $50.0K | 93 |
| Trinity Bvg Jaya Investors Llc | Private Equity Fund | $8.9M | $100K | 87 |
| Tpeg Robokind Investors, Llc | Private Equity Fund | $8.6M | $50.0K | 50 |
| Tpeg Dispatch Investors, Llc | Private Equity Fund | $8.4M | $25.0K | 63 |
| Tpeg Star Ii Qp Unvestors Llc | Private Equity Fund | $8.3M | $75.0K | 124 |
| Tpeg Chief Investors, Llc | Private Equity Fund | $8.2M | $25.0K | 76 |
| Trinity Waterloo Investors, Llc | Private Equity Fund | $7.7M | $75.0K | 93 |
| Trinity Wpia Investors, Llc | Private Equity Fund | $7.4M | $100K | 83 |
| Trinity Devansoy Investors, Llc | Private Equity Fund | $6.9M | $75.0K | 68 |
| Tpeg Nano Qp Investors Llc | Private Equity Fund | $5.8M | $25.0K | 68 |
Top 25 of 40 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 9.99 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PROJECT LEVEL CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗