Trinity Legacy Partners

Asset Manager SEC-registered adviser

Legal name: Trinity Legacy Partners, LLC

Houston, TX Website LinkedIn

AUM

$521.2M
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$14.1M
Gross asset value

Employees

7

Last Form D raise

Aug 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 27, 2026). View on SEC

People(5)

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

A
Member/Portfolio Analyst
J
Member/Chief Compliance Officer/ Chief Executive Officer
L
Owner, Lifetree Financial
L
Owner, Lifetree Financial

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 Legacy Dynamic Options Fund I, LPHedge Fund$14.1M$13.2M24Aug 2026Hot

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
159179
SEC file number
801-110643

Sources