The TRINITY FIDUCIARY PARTNERS, LLC is a privately held investment adviser that advises $145.08mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TRINITY FIDUCIARY PARTNERS, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 17.7% over the last 5-years.
The Group has been registered with the SEC for 19.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 201 MAIN STREET SUITE 1198, FORT WORTH, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $145.08mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 7 other accounts. Assets of Charitable Organizations clients own $97.5mn or 67.2% of Total Assets and High Net Worth Individuals own $21.16mn or 14.58% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Charitable Organizations and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
TRINITY FIDUCIARY PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.