TRINITY LEGACY PARTNERS, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 159179). Regulatory assets under management: $521.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| John Paul Wilkinson | MEMBER/CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICER | — |
| Larry Breck Bell | OWNER | — |
| Lauri Ann Bell | OWNER | — |
| Anthony Laurence Garcia | MEMBER/PORTFOLIO ANALYST | — |
| John Joseph Hunter | MEMBER/DIRECTOR | — |
| BELL LARRY BRECK | OWNER | — |
| WILKINSON JOHN PAUL | MEMBER/CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICER | — |
| BELL LAURI ANN | OWNER | — |
| RAWSON RICHARD GLEN | OWNER | — |
| RAWSON DAWN MARIE | OWNER | — |
| Rawson Richard | OWNER | — |
| Rawson Dawn | OWNER | — |
| GARCIA ANTHONY LAURENCE | MEMBER/PORTFOLIO ANALYST | — |
| HUNTER JOHN JOSEPH | MEMBER/DIRECTOR | — |
| Campbell Stuart Gibson | SHAREHOLDER | — |
| Silvia M. Zwick | SHAREHOLDER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| TRINITY LEGACY DYNAMIC OPTIONS FUND I, LP | Hedge Fund | Delaware | 26 | $14.1M | $250K |
| City | State | Employees | Phone |
|---|---|---|---|
| THE WOODLANDS | TX | 1 | 713-999-8053 |
| THE WOODLANDS | TX | 1 | 713-999-8053 |