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TRINITY INVESTMENT MANAGEMENT, LLC
CRD 133873 · SEC 801-67457
201 MAIN STREET, SUITE 1198, FORT WORTH, TX, 76102, United States
Phone
817-874-2700
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.2M
Discretionary AUM
$107.4M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $7.6M |
| High net worth individuals | 11 | $21.2M |
| Charitable organizations | 6 | $97.5M |
| Corporations/business entities | 1 | $25K |
States served
IL, MI, NC, TX
All web addresses on file
Official SEC filing: View on IAPD