SC
CFA
SC
CFA

Sanjay Chandra

17 Years of Experience
Southlake, TX
1 DisclosureBroker

Sanjay Chandra is a CFA-designated registered investment advisor at Trinity Investors Fund Advisors, LLC, based in Southlake, TX, with 17 years of industry experience. Sanjay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 48 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$572.3M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2102 E State Hwy 114, Suite 300, Southlake, TX, 76092

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History

Regulatory History (1)
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Customer Dispute
May 2020
Settled
Other Business Activities

Sanjay is involved in numerous business activities, including managing partner roles in Trinity Investors, LLC and Trinity Investors Funds Advisors (TIFA), as well as managing member roles in BlueAlpha Capital, LLC, Chandra Family Holdings, Ltd., and Chandra Family Investments II, LLC. He also holds board member and advisory positions in various other companies, dedicating a significant amount of time to Trinity Investors, LLC (full-time) and smaller amounts of time to the other ventures.

Employment History
Current Registrations
Trinity Investors Fund Advisors, LLC
October 2023 - Present · 2 yrs 7 mos
Tpeg Securities, LLCBroker
August 2008 - Present · 17 yrs 9 mos
State Registrations50 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sanjay Chandra - Financial Advisor | TrueAdvisor