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Current Employers
Trinity Investors Fund Advisors, Llc

2102 E State Hwy 114 Suite 300, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-31
  • TX RA
    APPROVED
    Since 2023-07-31

Branch Locations

2102 E State Hwy 114 Suite 300, Southlake, TX 76092 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Private Equity Group Southlake TX 05/1999 Present
  • 05/1999 → Present
    Trinity Private Equity Group
    Southlake, TX
Previous Registrations
  • 2004-06-23 → 2010-12-22
    Trinity Advisors
    Southlake, TX
Other Businesses

TRINITY PRIVATE EQUITY GROUP d/b/a Trinity Investors, DIRECT INVESTING IN REAL ESTATE AND OPERATING COMPANIES, INVESTMENT RELATED, MANAGING PARTNER, 2006, 92102 E State Hwy 114, Suite 300, Southlake, TX, 76092, DEVOTE 160 HOURS/MONTH (100 HOURS DURING TRADING HOURS); Trinity Investors Funds Advisors (TIFA), registered investment advisor, investment related, indirect owner, 2023, 2102 E State Hwy 114, Suite 300, Southlake, TX, 76092, Devote 1 hours/month (1 hours during trading hours); RBN HOLDINGS, LLC, BOARD MEMBER AND PART TIME CONSULTANT, NOT INVESTMENT-RELATED, 925 S KIMBALL AVE SUITE 100, SOUTHLAKE TX 76092, 5 HOURS/MONTH; Chief Fire and Mechanical Corp, Board Member, not investment related, 10 W Broad Street Mt Vernon, NY, 10552, 4 to 6 hours/month; Beacon Mfg., Board Member - not investment related, 105 Donovan Dr, Alexandria, MN, 56308, 4 hours/month; Star Plastics, LLC, Board Member, not investment related, 326 Jack Burlingame Dr, Millwood, WV 25262, 4 hours/month; WPIA, LLC, Board Member, not investment related, 2745 Huntington Dr, Duarte, CA 91010, 4 hours per month; Devansoy, LLC, Board Member, not investment related, 10010 N Rock City Rd, Rock City, IL 61070, 4 hours/month; BSE Purchasing, President, not investment related, 925 S Kimball Avenue, Southlake, TX, 76092, 1 hour/month; KSA Partners, LLC, Owner/President, investment related, GP of Investment Fund - investment due diligence and allocation work, 925 Kimball Southlake Avenue, TX 76902, 10 hours/month; Meader Famco LLC, President, investment related, 400 Overlook Dr Colleyville, TX, 2 hours/month; Meader Family Investments, LP, investment related, 400 Overlook Dr, Colleyville, TX, 76034; TPEG Partners Capital II, investment related, LLC used to invest in TPEG Securities offerings, President and Secretary, September 2015, 925 S Kimball Ave Ste 100, Southlake, TX, 76092, 1 hour/month; TPEG Partners Capital III, investment related, LLC used to invest in TPEG Securities offerings, President and Secretary, March 2018, 925 S Kimball Ave Ste 100, Southlake, TX, 76092, 1 hour/month; TPEG Partners Capital IV, investment related, LLC used to invest in TPEG Securities offerings, President and Secretary, September 2019, 925 S Kimball Ave Ste 100, Southlake, TX, 76092, 5 hours/month; TPEG Partners Capital V, investment related, LLC used to invest in TPEG Securities offerings, President and Secretary, October 2021, 925 S. Kimball Ave Ste 100, Southlake, TX, 76092, 7 hours/month Mac 5 Energy LLC, Board Member, not investment related, 301 W 6th Street, Suite 301, Borger, TX, 79007, 1-2 hours/month

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-04-18
  • S63 Uniform Securities Agent State Law Examination
    2008-04-18
Designations

View on SEC IAPD

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