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RIA · CRD 136969SEC-Registered

Updated:

Trinity Financial Partners

Trinity Financial Partners is an SEC-registered investment adviser with its headquarters in Upland, CA. The firm has one employee. It is based in Upland, CA.

Overview

Trinity Financial Partners is an SEC-registered investment adviser with its headquarters in Upland, CA. The firm has one employee. It is based in Upland, CA.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

What are Trinity Financial Partners' primary investment strategies?

The office invests in three primary categories: direct private equity in profitable, growth-stage operating companies; value-add commercial real estate focused on multifamily and industrial assets in secondary US markets; and select commitments to private equity funds where alignment with the general partner is strong.

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