Investment adviser · CRD 159179

TRINITY LEGACY PARTNERS, LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $521M
Client accounts: 904
Employees: 7
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	134	$442,015,814	84.8%
Individuals	222	$59,695,466	11.5%
Pooled investment vehicles	1	$14,136,589	2.7%
Charities	Fewer than 5	$4,690,484	0.9%
Corporations & businesses	Fewer than 5	$635,038	0.1%

Filing source

Form ADV 2043391 · Mar 27, 2026 · Item 5.D

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

Private funds & service providers

1 Private fund

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

TRINITY LEGACY DYNAMIC OPTIONS FUND I, LPHedge Fund · Last reported Mar 27, 2026$14.1MGross asset value

Form D fundraising filings

Trinity Legacy Dynamic Options Fund I LP

Fund administrator NAV CONSULTING DBA NAV FUND ADMINISTRATION GROUP CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLP HOUSTON, Texas, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER & TIDWELL LLP
PCAOB 410

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-3472549972
Reported beneficial owners: 26
Minimum commitment: $250K
Form D file number: 021-370972

Form ADV 2043391 · Mar 27, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

24 GREENWAY PLAZA, SUITE 546
HOUSTON, TX, 77046, United States

CRD 159179

Filing source

Form ADV 2043391 · Mar 27, 2026 · 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.