Data / Investment advisers / Texas / Trinity Legacy Partners, LLC
Trinity Legacy Partners, LLC, Houston, TX: $521 million AUM, SEC registered investment adviser
Trinity Legacy Partners, LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $521 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 159179
- SEC file number
- 801-110643
- SEC status
- Approved, effective May 24, 2017
- Main office
- 24 Greenway Plaza Suite 546, Houston, TX 77046
- Phone
- (713) 999-8053
- Website
- trinitylegacypartners.com
- Regulatory AUM
- $521,173,391 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $514,021,781
- Non discretionary AUM
- $7,151,610
- Accounts
- 904
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $14,136,589
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 134 | $442 million |
| Individuals (other than high net worth individuals) | 222 | $59.7 million |
| Pooled investment vehicles | 1 | $14.1 million |
| Charitable organizations | 1 | $4.7 million |
| Corporations or other businesses | 2 | $635,038 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $521.2 million | March 27, 2026 |
| December 1, 2025 | $460.4 million | July 7, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cibolo Energy Partners, LLC | Houston | $541.5 million | 9 | adviserinfo.sec.gov |
| CAZ Investments Registered Adviser LLC | Houston | $540.6 million | Not listed | adviserinfo.sec.gov |
| Juniper Capital Advisors, L.P. | Houston | $535.4 million | 5 | adviserinfo.sec.gov |
| Robertson Investment Management | Houston | $534.1 million | Not listed | adviserinfo.sec.gov |
| New Capital Management, LP | Houston | $533.5 million | Not listed | adviserinfo.sec.gov |
| Haven Wealth Group | Houston | $514.8 million | Not listed | adviserinfo.sec.gov |
| Portfolio Advisory Council,L.L.C. | Houston | $494.9 million | Not listed | adviserinfo.sec.gov |
| Quantum Capital Group | Houston | $490.6 million | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Trinity Legacy Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.