# Trinity Investors Fund Advisors, LLC

> Trinity Investors Fund Advisors, LLC is an SEC-registered investment advisory firm in Southlake, TX, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 314603
- Filed as: TRINITY INVESTORS FUND ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southlake, TX
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314603
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-investors-fund-advisors-llc-southlake-tx-314603

## Quick answers

**How is Trinity Investors Fund Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trinity Investors Fund Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Trinity Investors Fund Advisors, LLC located?**
Trinity Investors Fund Advisors, LLC's principal office is in Southlake, TX, according to its Form ADV.

**Is Trinity Investors Fund Advisors, LLC registered with the SEC or a state?**
Trinity Investors Fund Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 314603.

**How much does Trinity Investors Fund Advisors, LLC manage?**
Trinity Investors Fund Advisors, LLC reports $606,610,094 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (100% discretionary).

**How have Trinity Investors Fund Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Trinity Investors Fund Advisors, LLC: Regulatory assets under management: $399,205,092 in the October 2023 data and $606,610,094 in the October 2026 data, up 52%. Total employees: 6 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trinity Investors Fund Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (56).

**Does Trinity Investors Fund Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314603

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $606,610,094
- Discretionary: $606,610,094
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 56 | $606,610,094 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trinityinvestors.com
- Facebook @TrinityHuntingAlpha
- Instagram @trinityinvestors
- LinkedIn @trinityinvestors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | June 3, 2021 |
| October 2022 | Not reported | Not reported | January 25, 2022 |
| October 2023 | $399,205,092 | 6 | June 29, 2023 |
| October 2024 | $492,220,173 | 4 | June 11, 2024 |
| October 2025 | $572,305,764 | 4 | July 22, 2025 |
| October 2026 | $606,610,094 | 4 | May 20, 2026 |

Regulatory assets under management: $399,205,092 in the October 2023 data and $606,610,094 in the October 2026 data, up 52%.
Total employees: 6 in October 2023 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Investors Fund Advisors, LLC (CRD 314603): Form ADV filing data as of October 2026.