Trinity Financial Advisors

Asset Manager SEC-registered adviser

Legal name: Trinity Financial Advisors LLC

Columbus, OH Website LinkedIn

AUM

$670.0M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$1.5M
Gross asset value

Employees

9

Last Form D raise

Oct 2024
Most recent fund filing

From SEC Form ADV filing (filed Apr 29, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

B
Benjamin Hartings
Vice President and Partner
Source: SEC Form ADV
G
Geoffrey Biehn
Chief Compliance Officer and President
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Trinity Fund I, LLCPrivate Equity$1.5M——Oct 2024Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
133191
SEC file number
801-81196

Sources