Trinity Investors Fund Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southlake, TX. Its latest Form ADV filing, dated April 30, 2026, reports $607M in regulatory assets under management, 4 employees, and 56 accounts.
Assets Under Management
$607M
Employees
4
Offices
--
Total Clients
56
Primary office
SOUTHLAKE, TX
2102 E STATE HWY 114, SUITE 300, SOUTHLAKE, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$607Mas of April 30, 2026
Discretionary100.0%
$607M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$607M
Total Accounts56
10Y AUM Change+$207M (+52.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee14:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.