TRINITY INVESTMENT ADVISORS, LLC
SEC file number 801-66958
· WEST CHESTER, Pennsylvania
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$301M
Discretionary AUM
$301M
Employees
3
Clients
—
Firm
- Address
- 136 NORTH CHURCH
WEST CHESTER, Pennsylvania 19380 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Trinity Investment Club High name-match confidence · CIK 2095570 · Texas
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · Illinois
- Affinity Investment Partners, L.P. Medium name-match confidence · CIK 1236855 · California
- UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC Medium name-match confidence · CIK 2092698 · Texas
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · Montana
- Trinity IOS Investors LLC Medium name-match confidence · CIK 2055912 · Texas
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · New York
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Advisers Investment Trust · D/A · Feb 6, 2026
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UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC · D · Jan 2, 2026$1.4M
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Trinity Investment Club · D · Nov 5, 2025
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Affinity Investment Partners, L.P. · D/A · Sep 25, 2025
-
Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Trinity IOS Investors LLC · D · Mar 18, 2025$16M
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
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Advisers Investment Trust · D/A · Feb 6, 2025