# Trinity Legacy Partners

Trinity Legacy Partners is a RIA based in Houston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Assets under management:** Undisclosed
- **Website:** trinitylegacypartners.com
- **LinkedIn:** https://www.linkedin.com/company/trinity-legacy-partners-llc

## Regulatory record

- **CRD number:** 159179
- **SEC file number:** 801-110643
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159179

## About

Trinity Legacy Partners, LLC is an SEC-registered investment adviser in Houston, TX, registered since 2017. The firm manages $521 million in assets, $514 million on a discretionary basis. It has 7 employees and 6 investment advisers.

## Sectors

- Real Estate
- Private Equity
- Alternative Investments

## People

- Brendon D. Bailey — CEO and Managing Partner

## Questions

### What investment structures does Trinity prefer?

Trinity Legacy Partners favors direct ownership and co-control positions over passive fund commitments. Its model is built around originating and managing its own deals in commercial real estate and private companies, aiming for long-term asset control and income generation without layered management fees.

### Who makes the investment decisions at Trinity Legacy Partners?

CEO and Managing Partner Brendon D. Bailey is the firm's principal decision-maker. The organization operates under his mandate, with a lean team structure that reflects its single-family-office model and focus on direct, principal-led deal execution.

### How is Trinity Legacy Partners distinct from a traditional private equity fund?

Unlike a traditional fund, Trinity faces no mandate to raise capital on a clock or exit investments within a 7-10 year fund life. This indefinite hold period and absence of outside LP capital allow it to optimize for multigenerational wealth preservation rather than IRR-driven exits.

## Related profiles

- [Trinity Partners](https://altss.com/profile/trinity-partners)

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

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