Multi-Family OfficeRIA · CRD 314603SEC-RegisteredPrivate Fund Adviser

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Trinity Investors

Trinity Investors, a private-equity and real estate firm run by Dan Meader and Sanjay Chandra, returned over $28.8M to investors in 2024.

Trinity Investors

Trinity Investors was founded by Managing Partners Dan Meader and Sanjay Chandra. The firm is headquartered in Southlake, Texas, with additional offices in Radnor, Pennsylvania, and Chicago. Its wealth origin is not publicly disclosed. The firm focuses on direct investments in real estate and operating companies. In real estate, it targets multifamily, senior living, hospitality, healthcare, retail, office, single-family, mixed-use, and restaurant assets across value-add, development, core, and acquisition strategies. On the operating-company side, it pursues lower middle-market leveraged buyouts and provides flexible capital to independent sponsors. Confirmed portfolio holdings include Freedom Powersports (active) and BlueAlpha Capital. The firm co-invests alongside every investment. Trinity employs over 30 professionals, including partners, vice presidents, analysts, and portfolio managers. The team also includes a network of strategic partners who often co-invest. In 2024, the firm returned more than $28.8 million to investors and added new real estate investments and operating-company partners. Recent activities include Kevin Carringer discussing the debut of F1 Arcade in Denver and Dan Meader commenting on tariffs and private equity (per the Dallas Business Journal, 2025). The firm structures itself as a multi-family office that sources deals through hands-on involvement and long-term partnerships. Trinity does not passively allocate capital — it takes board-level roles and maintains direct oversight of each investment, a model that distinguishes it from a standard fund-of-funds or pure financial sponsor.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Southlake

Corporate office

Southlake, TX, United States

Additional offices

Radnor, PA · Chicago, IL

Principals

Dan Meader

Managing Partner

Sanjay Chandra

Managing Partner

Sector focus

Private EquityReal EstateMultifamilySenior LivingHospitalityHealthcareRetailCommercialOfficeSingle FamilyMixed UseRestaurant

Frequently asked questions

Who runs investment decisions at Trinity Investors?

Managing Partners Dan Meader and Sanjay Chandra lead investment decisions. The firm also includes a team of vice presidents, portfolio managers, and strategic partners who co-invest alongside the principals (per the firm's website).

Is Trinity Investors structured as a single family office or a multi-family office?

Trinity operates as a multi-family office, co-investing with its investors in every deal. The firm does not disclose whether it manages capital for a single founding family or multiple families.

How does Trinity source proprietary deal flow?

Trinity sources deals through hands-on direct investing and a network of strategic partners with proven track records in their industries. These partners often co-invest alongside the firm.

What investment stages does Trinity typically target?

In real estate, Trinity targets value-add, development, core, and acquisition opportunities. For operating companies, it focuses on lower middle-market leveraged buyouts and provides flexible capital to independent sponsors.

Does Trinity participate in fund commitments or only direct deals?

Trinity makes direct investments in both real estate and operating companies. The firm does not disclose any fund-of-funds or third-party fund commitments.

Which sectors does Trinity invest in?

Trinity invests across multifamily, senior living, hospitality, healthcare, retail, commercial, office, single-family, mixed-use, and restaurant real estate. On the operating-company side, it pursues lower middle-market businesses across various industries.

Where does the underlying wealth come from?

Trinity does not publicly disclose the origin of its wealth. The firm's website does not attribute its capital to any specific family or individual.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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