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Trinity Investment Management, LLC CRD 133873
$126M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
201 Main Street Suite 1198, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
201 Main Street Suite 1198, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferies & Company, Inc. | Dallas | TX | 01/2001 | Present |
| Trinity Investment Management, Llc | Fort Worth | TX | 01/2024 | Present |
| Trinity Investment Management | Fort Worth | TX | 01/2024 | Present |
| Kleinheinz Capital Partners | Fort Worth | TX | 05/2006 | 01/2020 |
| Stadtler Capital Management | Fort Worth | TX | 02/2022 | 11/2023 |
| Unemployed | Fort Worth | TX | 02/2020 | 02/2022 |
I am the investment manager for Blue Jay Capital Partners, Llc. I have not received any commissions from this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-17 |
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