Updated:
Trinity Investors
Trinity Investors is an SEC-registered investment adviser in Southlake, TX, registered since 2023. The firm manages approximately $607 million in assets.
Trinity Investors
Trinity Investors is an SEC-registered investment adviser in Southlake, TX, registered since 2023. The firm manages approximately $607 million in assets. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
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
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 Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: