The TRINITY LEGACY PARTNERS is a privately held investment adviser that advises $521.17mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TRINITY LEGACY PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 84.74% over the last 5-years.
The Group has been registered with the SEC for 9.19 years and is comprised of 1 filing and 1 relying advisers. They operate out of 2 office locations with their Headquarters at 24 GREENWAY PLAZA SUITE 546, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 6 investment and 1 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $521.17mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $442.02mn or 84.81% of Total Assets and Individuals own $59.7mn or 11.45% of Total Assets.
The Group's top investment strategies include Derivatives, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
TRINITY LEGACY PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.