Investment adviser · CRD 146805

TRINITY INVESTMENT ADVISORS

Investment adviser filing (IA)

TRINITY CHARITABLE FUND ADVISORS, LLC

· Form ADV filed Feb 5, 2015

Regulatory AUM
$16M
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 5, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

CRD 146805

Filing source

Form ADV 874271 · Feb 5, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.