TRINITY LEGACY PARTNERS, LLC
CRD #159179 SEC #801-110643 HOUSTON, TX 713-999-8053
SEC Registered Private Funds
Total AUM
$460.4M
Discretionary
$444M
Employees
8
Clients
0
Accounts
854
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $460.4M | $444M | $16.4M | 8 | 0 |
| Apr 2025 | $460.4M | $444M | $16.4M | 8 | 0 |
| Mar 2025 | $460.4M | $444M | $16.4M | 8 | 0 |
| Sep 2024 | $379.8M | $352.1M | $27.7M | 7 | 0 |
| Jul 2024 | $379.8M | $352.1M | $27.7M | 7 | 0 |
| Mar 2024 | $379.8M | $352.1M | $27.7M | 7 | 0 |
| Mar 2023 | $335.4M | $300.4M | $35M | 7 | 0 |
| Jul 2022 | $363M | $325.6M | $37.4M | 7 | 0 |
| Mar 2022 | $363M | $325.6M | $37.4M | 6 | 0 |
| Nov 2021 | $282.1M | $244.7M | $37.4M | 6 | 0 |
| Aug 2021 | $282.1M | $244.7M | $37.4M | 6 | 0 |
| Jun 2021 | $282.1M | $244.7M | $37.4M | 6 | 0 |
| Mar 2021 | $282.1M | $244.7M | $37.4M | 6 | 0 |
| Mar 2021 | $261.8M | $211.4M | $50.4M | 6 | 0 |
| Oct 2020 | $261.8M | $211.4M | $50.4M | 6 | 0 |
| Sep 2020 | $261.8M | $211.4M | $50.4M | 6 | 0 |
| May 2020 | $261.8M | $211.4M | $50.4M | 6 | 0 |
| Feb 2020 | $261.8M | $211.4M | $50.4M | 6 | 0 |
| Dec 2019 | $169.8M | $169.3M | $458.3K | 6 | 0 |
| Jun 2019 | $169.8M | $169.3M | $458.3K | 6 | 0 |
| May 2019 | $169.8M | $169.3M | $458.3K | 6 | 0 |
| Mar 2019 | $169.8M | $169.3M | $458.3K | 6 | 0 |
| Mar 2018 | $144.5M | $144.5M | $0 | 4 | 0 |
| Jun 2017 | $117.6M | $117.6M | $0 | 4 | 200 |
| May 2017 | $117.6M | $117.6M | $0 | 4 | 200 |
| May 2017 | $117.6M | $117.6M | $0 | 4 | 200 |
DateJul 2025
Total AUM$460.4M
Discretionary$444M
Non-Disc.$16.4M
Employees8
Clients0
DateApr 2025
Total AUM$460.4M
Discretionary$444M
Non-Disc.$16.4M
Employees8
Clients0
DateMar 2025
Total AUM$460.4M
Discretionary$444M
Non-Disc.$16.4M
Employees8
Clients0
DateSep 2024
Total AUM$379.8M
Discretionary$352.1M
Non-Disc.$27.7M
Employees7
Clients0
DateJul 2024
Total AUM$379.8M
Discretionary$352.1M
Non-Disc.$27.7M
Employees7
Clients0
DateMar 2024
Total AUM$379.8M
Discretionary$352.1M
Non-Disc.$27.7M
Employees7
Clients0
DateMar 2023
Total AUM$335.4M
Discretionary$300.4M
Non-Disc.$35M
Employees7
Clients0
DateJul 2022
Total AUM$363M
Discretionary$325.6M
Non-Disc.$37.4M
Employees7
Clients0
DateMar 2022
Total AUM$363M
Discretionary$325.6M
Non-Disc.$37.4M
Employees6
Clients0
DateNov 2021
Total AUM$282.1M
Discretionary$244.7M
Non-Disc.$37.4M
Employees6
Clients0
DateAug 2021
Total AUM$282.1M
Discretionary$244.7M
Non-Disc.$37.4M
Employees6
Clients0
DateJun 2021
Total AUM$282.1M
Discretionary$244.7M
Non-Disc.$37.4M
Employees6
Clients0
DateMar 2021
Total AUM$282.1M
Discretionary$244.7M
Non-Disc.$37.4M
Employees6
Clients0
DateMar 2021
Total AUM$261.8M
Discretionary$211.4M
Non-Disc.$50.4M
Employees6
Clients0
DateOct 2020
Total AUM$261.8M
Discretionary$211.4M
Non-Disc.$50.4M
Employees6
Clients0
DateSep 2020
Total AUM$261.8M
Discretionary$211.4M
Non-Disc.$50.4M
Employees6
Clients0
DateMay 2020
Total AUM$261.8M
Discretionary$211.4M
Non-Disc.$50.4M
Employees6
Clients0
DateFeb 2020
Total AUM$261.8M
Discretionary$211.4M
Non-Disc.$50.4M
Employees6
Clients0
DateDec 2019
Total AUM$169.8M
Discretionary$169.3M
Non-Disc.$458.3K
Employees6
Clients0
DateJun 2019
Total AUM$169.8M
Discretionary$169.3M
Non-Disc.$458.3K
Employees6
Clients0
DateMay 2019
Total AUM$169.8M
Discretionary$169.3M
Non-Disc.$458.3K
Employees6
Clients0
DateMar 2019
Total AUM$169.8M
Discretionary$169.3M
Non-Disc.$458.3K
Employees6
Clients0
DateMar 2018
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees4
Clients200
DateMay 2017
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees4
Clients200
DateMay 2017
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees4
Clients200