# Trinity Investors

Trinity Investors is a Multi Family Office based in Southlake, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Southlake, United States
- **Region:** North America
- **Address:** Southlake, TX, United States
- **Assets under management:** Undisclosed
- **Website:** trinityinvestors.com

## Regulatory record

- **CRD number:** 314603
- **SEC file number:** 801-128471
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314603

## About

Trinity Investors is a private equity firm based in Southlake, Texas. It strives to earn above-average, risk-adjusted returns through direct investment in real estate and operating companies utilizing partners who share its values. Trinity enables wealth creation by identifying, structuring and capitalizing alternative investments that drive long-term prosperity for its investors.

## Sectors

- Private Equity
- Real Estate
- Multifamily
- Senior Living
- Hospitality
- Healthcare
- Retail
- Commercial
- Office
- Single Family
- Mixed Use
- Restaurant

## Offices

- Radnor, PA
- Chicago, IL

## People

- Dan Meader — Managing Partner
- Sanjay Chandra — Managing Partner

## 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).

### 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.

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Last updated: 2026-08-11T15:08:22.057Z

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