Trust Advisors
Asset Manager SEC-registered adviser
Legal name: Trust Advisors, Inc.
Houston, TX
AUM
$7.0B
Regulatory AUM
Private funds
7
Other 7
Private fund assets
$6.8B
Gross asset value
Employees
76
Last Form D raise
Jul 2017
Most recent fund filing
From SEC Form ADV filing (filed Mar 26, 2026). View on SEC
People(5)
Owners and executive officers named on the firm's SEC Form ADV.
M
S
S
S
Z
Funds(7)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Nola Total Return Perpetual Care, LLC | Other | $1.3B | $360.0M | 121 | Jul 2017 | Cold |
| Millennium Growth Fund, LLC | Other | $722.0M | $100.8M | 283 | Nov 2016 | Cold |
| Millennium Income Fund, LLC | Other | $78.3M | $111.9M | 517 | Nov 2016 | Cold |
| Heights Merchandise, L.L.C. | Other | $2.6B | $1.4B | 466 | Mar 2016 | Cold |
| Clearview Preneed, L.L.C. | Other | $1.1B | $902.1M | 545 | Mar 2016 | Cold |
| Allen Perpetual Care, L.L.C. | Other | $403.8M | $1.2B | 539 | Mar 2016 | Cold |
| Trident Preneed, L.L.C. | Other | $605.5M | — | — | — |
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
- 157508
- SEC file number
- 801-72355
Sources
- SEC Form ADV Oct 14, 2026