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Building 2TRINITY INVESTORS FUND ADVISORS, LLC

Map pinSOUTHLAKE, TX
Phone817-310-2900
NotebookSEC #801-128471
Total AUM
$606.6M
Employees
4
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2102 E STATE HWY 114
SUITE 300
SOUTHLAKE
TX 76092
United States
Operating Hours
8:00-5:30
Monday - Friday
Phone
817-310-2900

ReceiptFinancials

Total AUM
$606.6M
Accounts
56
Discretionary
$606.6M
Accounts
56
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
56
AUM
$606.6M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PROJECT LEVEL CARRIED INTEREST

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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