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TRINITY FUND ADVISORS LLC
CRD 310217 · SEC 801-119443
2982 GRAND AVE, SUITE 203, MIAMI, FL, 33133, United States
Phone
305-800-1115
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$930.0M
Discretionary AUM
$930.0M
Team
32 total employees; 25 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $930.0M |
States served
CA, CO, HI, FL
All web addresses on file
Official SEC filing: View on IAPD