TRINITY PORTFOLIO ADVISORS, LLC
SEC file number 801-70663
· SOUTHLAKE, TX
https://trinityportfolio.com ↗
(name-match guess, not verified)
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
$452.6M
Discretionary AUM
$320.4M
Employees
12
Clients
5
Firm
- Address
- 121 COUNTRYSIDE COURT
SOUTHLAKE, TX 76092 - Phone
- —
- Website
- https://trinityportfolio.com
(name-match guess, not verified) - 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)
- Portfolio Advisors Private Equity Fund XII, L.P. Medium name-match confidence · CIK 2004923 · CT
- Portfolio Advisors Secondary Fund V, L.P. Medium name-match confidence · CIK 1979741 · CT
- Portfolio Advisors Private Equity Fund 2024, L.P. Medium name-match confidence · CIK 2026291 · CT
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Portfolio Advisors Private Equity Fund XII, L.P. · D/A · Dec 30, 2025
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Portfolio Advisors Secondary Fund V, L.P. · D/A · Nov 13, 2025
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Portfolio Advisors Private Equity Fund 2024, L.P. · D/A · Jun 30, 2025