TRINITY FUND ADVISORS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 310217
- Registered since
- September 14, 2020
- Website
- www.trinityinvestments.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JoAnne Halligan
Chief Financial OfficerCRD 8192181
RYAN DONN
Principal and Chief Investment OfficerCRD 5408630
JEFFREY BARRY
Chief Compliance Officer & General CounselCRD 7280931
Contacts
1 of 1SEAN HEHIR
Managing Partner, PresidentCRD 7284894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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