# Trinity Financial Partners

Trinity Financial Partners is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/trinity-financial-partners

## Regulatory record

- **CRD number:** 136969
- **SEC file number:** 801-68517
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136969

## About

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.

## 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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Last updated: 2026-07-06T01:24:27.442Z

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