RIA Intelligence

TRINITY FUNDS LLC

CRD #135110 SEC #801-64454 NEW YORK, NY 212-293-2250
SEC Registered
Total AUM
$22.5M
Discretionary
$22.5M
Employees
10
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 20, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KALLUS, DAVID, LAWRENCEIMEMBERC Control
KALLUS, DAVID, LAWRENCEIMEMBERC Control
KALLUS, DAVID, LAWRENCEIMEMBERC Control
KALLUS, DAVID, LAWRENCEIMEMBERC Control
LAU, CHENG HOCKIMEMBERC Control
LAU, CHENG HOCKIMEMBERC Control
LAU, CHENG HOCKIMEMBERC Control
LAU, CHENG HOCKIMEMBERC Control
OREILLYHYLAND, PAUL, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
OREILLYHYLAND, PAUL, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
OREILLYHYLAND, PAUL, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
OREILLYHYLAND, PAUL, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Jun 20, 2005 REGISTERED

Notice Filings (1)

NY

Address

99 PARK AVENUE
8TH FLOOR
NEW YORK, NY 10016
USA
Phone: 212-293-2250