TRINITY FUND ADVISORS LLC

RIASEC RegisteredEst. 2020
Total AUM
$930M
Discretionary
$930M
100% of AUM
Avg account
$103M
Accounts
9
Employees
32
Advisory reps
4

Firm details

Headquarters
MIAMI, Florida
CRD number
310217
Registered since
September 14, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trinity Fund Advisors LLC operates as an institutional manager focused on pooled real estate investment vehicles. The firm serves as sponsor, general partner and managing member for its funds and provides portfolio management for pooled investment vehicles. Its business activities also include CPO/CTA-type functions, and its fee mix combines a percentage of AUM, fixed fees and performance-based fees—reflecting a structure built around aligned, fee-for-performance fund management rather than standalone advisory relationships for retail clients. The firm’s strategy centers on real estate funds as the primary vehicle for client exposure, supplemented by allocations to hedge funds as part of its alternative-investment toolkit. Trinity’s client base is institutional, and its product set is oriented toward investors seeking pooled private-market real estate exposure with the governance and operational framework of a sponsor/GP.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • JoAnne Halligan

    Chief Financial OfficerCRD 8192181

  • RYAN DONN

    Principal and Chief Investment OfficerCRD 5408630

  • JEFFREY BARRY

    Chief Compliance Officer & General CounselCRD 7280931

Contacts

1 of 1
  • SEAN HEHIR

    Managing Partner, PresidentCRD 7284894

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2982 Grand Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth