Trinity Investors Fund Advisors, LLC

Fee-Only (% of Portfolio)

Trinity Investors Fund Advisors provides investment advisory services to affiliated pooled investment vehicles (Funds). These Funds typically invest in real estate, operating companies, energy, and project financing. The firm's services are provided on a discretionary basis to the Funds, not directly to individual investors. Investors in the Funds must meet certain eligibility thresholds, such as being an accredited investor or a qualified purchaser.

Assets Under Management$570M
Clients48
Advisors2
Avg. per Client$12M
Avg. per Advisor$290M

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

2 Advisors at this firm

Trinity Investors Fund Advisors, LLC | TrueAdvisor