Trinity Private Equity Group
Trinity Investors is a Southlake, Texas-based private equity firm founded in 2006 that provides high-net-worth investors with direct co-investment opportunities across operating companies and a diversified real estate portfolio spanning 11+ asset categories.
- Company typePrivate
- Founded2006
- HeadquartersSouthlake, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Trinity Private Equity Group does
Trinity Investors, operating under the name Trinity Private Equity Group, is a Southlake, Texas-based private equity firm founded in 2006 that runs a diversified alternative-investment platform focused on middle-market opportunities. The firm offers direct equity investments across two principal product lines: operating company partnerships and a broad real estate portfolio spanning multifamily, hospitality, senior living, retail, commercial, healthcare, office, restaurant, mixed-use, and single-family assets, each deployable through value-add, core, and development strategies. Its stated differentiator is a direct, hands-on investing style with full co-investment alignment—Trinity invests alongside limited partners in every transaction.
The firm generates revenue through management fees and carried interest on its private equity offerings. Capital is structured and distributed through a multi-entity regulated stack: Trinity Investors Fund Advisors, LLC (SEC-registered investment advisor), TPEG Securities, LLC (FINRA/SIPC broker-dealer), and Trinity WPIA Investors LLC (a Texas LLC structured as a pooled, exempt-securities offering vehicle). Go-to-market is sales-led, targeting high-net-worth individuals through direct outreach and an "Invest With Us" pathway, supplemented by a JuniperSquare-powered investor login portal, content marketing across the corporate website, LinkedIn, YouTube, and Vimeo investor briefings, and earned media in outlets such as the Dallas Business Journal. In 2024, the firm returned more than $28.8 million to investors, closed three new real estate investments, added two new operating company partners, and completed eight refinances and exits.
The firm is led by founder and managing director Dan Meader alongside managing partner Sanjay Chandra, with a small team of 11-50 employees per firmographic data, and is independently owned with no disclosed parent company or controlling holder. Its technology footprint is light: no proprietary platform is disclosed, and investor servicing relies on third-party SaaS (JuniperSquare). Capital formation has been steady but modest, with multiple pooled offerings filed between 2019 and 2022 totaling roughly $19.5 million raised against larger offering maximums, including a $30 million exempt securities offering launched in February 2022 for Trinity WPIA Investors LLC.
Trinity Private Equity Group firmographics
Firmographics- Name
- Trinity Private Equity Group
- Legal name
- Trinity Investors
- Website
- https://trinitypeg.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Trinity Investors is a Southlake, Texas-based private equity firm founded in 2006 that provides high-net-worth investors with direct co-investment opportunities across operating companies and a diversified real estate portfolio spanning 11+ asset categories.
- Ownership category
- akta.pro rank
Trinity Private Equity Group industry classification
Industry- Product category
- Private Equity / Alternative Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Financial Investment Activities (5239)
- SIC
- Investment Advice (6282), Real Estate Dealers (For Their Own Account) (6532)
- akta.pro primary industry
- Real Estate Funds — Core-Plus (FSANAEAG)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Business Services (B2B) Growth Equity (FSANACAD)
Keywords
Where Trinity Private Equity Group is headquartered
LocationHeadquarters
- HQ city
- Southlake
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Trinity Private Equity Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Private Equity Management: Revenue generated through management fees and carried interest from private equity investments in real estate and operating companies. Returns capital to investors through distributions from portfolio exits and refinances.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Trinity Private Equity Group product offering
Product offeringCore offering
Trinity Private Equity Group (dba Trinity Investors) is a Southlake, Texas-based private equity firm that raises capital from high-net-worth individuals and deploys it into direct investments across operating companies and a broad range of U.S. real estate asset classes including multifamily, hospitality, senior living, retail, commercial, healthcare, office, mixed-use, single-family rental, and restaurant properties. The firm distributes and services these investments through affiliated SEC-registered investment adviser (Trinity Investors Fund Advisors) and FINRA/SIPC-registered broker-dealer (TPEG Securities) entities, using pooled vehicles such as Trinity WPIA Investors LLC.
Product overview
Trinity Investors operates as a private equity firm offering a diversified set of alternative investment products primarily focused on two categories: (1) Operating Companies (Op-Co) investments—direct equity stakes in operating businesses with co-investment alongside aligned partners—and (2) Real Estate investments across eleven distinct property types. The real estate portfolio spans multifamily, hospitality, senior living, retail, commercial, healthcare, office, restaurant, mixed-use, and single-family sectors, each available in varying strategies (value-add, core, development, acquisition). The firm structures its offerings through multiple legal entities including Trinity WPIA Investors LLC for pooled investment interests, TPEG Securities for broker-dealer services, and Trinity Investors Fund Advisors as a registered investment advisor. The company emphasizes direct, hands-on investing with co-investment alignment in every opportunity.
Differentiator
Problem solved
Functional benefit
Products and services
- Operating Company Private Equity Investments Direct private equity investments into private operating companies, made alongside operating partners that share Trinity's values. The product is aimed at generating above-average, risk-adjusted returns for the firm's investor base and serves as one of two core deployment pillars alongside real estate.
- Multifamily Real Estate Investments Direct private real estate investments in multifamily residential properties, offered as part of Trinity's diversified U.S. real estate investment product line to investors seeking rental housing exposure.
- Hospitality Real Estate Investments Direct private real estate investments in hospitality assets (e.g., hotels and lodging), offered as part of Trinity's diversified U.S. real estate investment product line.
- Senior Living Real Estate Investments Direct private real estate investments in senior living properties, offered as part of Trinity's diversified U.S. real estate investment product line to investors seeking exposure to the aging-population demographic.
- Retail Real Estate Investments Direct private real estate investments in retail properties, offered as part of Trinity's diversified U.S. real estate investment product line.
- Commercial Real Estate Investments Direct private real estate investments in commercial properties, offered as part of Trinity's diversified U.S. real estate investment product line.
- Healthcare Real Estate Investments Direct private real estate investments in healthcare-related properties, offered as part of Trinity's diversified U.S. real estate investment product line.
- Office Real Estate Investments Direct private real estate investments in office properties, offered as part of Trinity's diversified U.S. real estate investment product line.
- Mixed-Use Real Estate Investments Direct private real estate investments in mixed-use developments, offered as part of Trinity's diversified U.S. real estate investment product line.
- Single-Family Rental Real Estate Investments Direct private real estate investments in single-family rental properties, offered as part of Trinity's diversified U.S. real estate investment product line.
- Restaurant Real Estate Investments Direct private real estate investments in restaurant properties, offered as part of Trinity's diversified U.S. real estate investment product line.
- Trinity WPIA Investors LLC (Pooled Private Equity Fund) A pooled investment vehicle structured as an SEC-exempt offering (Reg D) that aggregates capital from accredited investors for deployment into Trinity's private equity and real estate strategies, rather than requiring investors to commit to individual deals.
Quantifiable outcome
- $28.8 million+ returned to investors in 2024
- +3 more outcomes
Companies that use Trinity Private Equity Group
Customer profileSegments2 records
Ideal customer profiles2 records
Trinity Private Equity Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Trinity Private Equity Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- F1 ArcadecoreTrinity Investors is a partner/investor in F1 Arcade, a Formula 1 racing entertainment venue. Trinity team members attended the F1 Arcade Grand Opening Celebration in Denver in September 2025. Kevin Carringer discussed the debut of F1 Arcade in Denver.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Trinity Private Equity Group competitors and assessment
Company assessmentBroad incumbents
- CBRE Investment Management: Large global real estate investment manager operating across core, value-add, and opportunistic strategies. Comparable to Trinity on multi-strategy RE investing, though with a substantially larger and more institutional platform.
- TPG Inc. Fort Worth, Texas-based global alternative asset manager operating across private equity, real estate, and credit. Geographic and strategic comparable to Trinity given Texas roots and alternative-asset focus, though at vastly larger scale and broader product set.
- Principal Real Estate Investors: Real estate investment arm of Principal Financial Group managing diversified commercial real estate strategies. Comparable to Trinity on multi-property-type RE focus and diversified strategy mix, though operating at institutional scale.
- JLL Investment Management: Investment management arm of Jones Lang LaSalle managing diversified real estate strategies globally. Overlaps with Trinity on multi-property-type RE exposure and institutional/HNW distribution, but at much larger scale and broader geographic footprint.
- Brookfield Asset Management: Large global alternative asset manager with extensive real estate, infrastructure, and private equity businesses. Operates broadly in the same alternative-investment space as Trinity but at significantly greater scale across more verticals and geographies.
Direct peers
- CIP Real Estate: Southern California-based private equity real estate firm raising capital from HNW investors across multifamily and commercial strategies. Direct comparable given HNW investor focus, fund structure, and middle-market deal size.
- Harrison Street: Alternative real estate investment manager focused on education, healthcare, senior living, and storage — overlapping directly with Trinity's senior living and healthcare RE verticals. Targets institutional and high-net-worth investors with diversified thematic real estate strategies.
- AEW Capital Management: Real estate investment manager operating across core, value-add, and opportunistic strategies in multifamily, office, retail, and industrial. Comparable to Trinity on multi-strategy real estate focus and diversified property-type coverage.
- Kayne Anderson Capital Advisors: Alternative investment firm offering real estate, energy, and credit strategies to institutional and high-net-worth investors. Comparable to Trinity in multi-strategy alternative structure and investor base composition.
- Crow Holdings Capital: Dallas-based investment manager focused on commercial real estate across multiple property types and strategies. Highly comparable to Trinity given overlapping Texas footprint, RE-led strategy mix, and middle-market investor focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Trinity Private Equity Group social profiles
Digital presenceTrinity Private Equity Group compliance and trust
Trust signalCompliance3 records
Trinity Private Equity Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trinity Private Equity Group leadership team
Management profileNumber of profiles
Profiles4 records
Trinity Private Equity Group funding detail
Funding detailFunding overview
Funding rounds4 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trinity Private Equity Group M&A and investment
M&A and investmentM&A
Investments23 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trinity Private Equity Group
What does Trinity Private Equity Group do?
Trinity Private Equity Group (dba Trinity Investors) is a Southlake, Texas-based private equity firm that raises capital from high-net-worth individuals and deploys it into direct investments across operating companies and a broad range of U.S. real estate asset classes including multifamily, hospitality, senior living, retail, commercial, healthcare, office, mixed-use, single-family rental, and restaurant properties. The firm distributes and services these investments through affiliated SEC-registered investment adviser (Trinity Investors Fund Advisors) and FINRA/SIPC-registered broker-dealer (TPEG Securities) entities, using pooled vehicles such as Trinity WPIA Investors LLC.
Is Trinity Private Equity Group a public or private company?
Trinity Private Equity Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Trinity Private Equity Group founded?
Trinity Private Equity Group was founded in 2006. It employs 11 to 50 people.
Where is Trinity Private Equity Group based?
Trinity Private Equity Group is headquartered in Southlake, United States, in the North America region.
How does Trinity Private Equity Group make money?
One revenue line is on record: private Equity Management.
Who are Trinity Private Equity Group's main competitors?
Broad incumbents on record are CBRE Investment Management, TPG Inc., Principal Real Estate Investors, JLL Investment Management and Brookfield Asset Management. Direct peers are CIP Real Estate, Harrison Street, AEW Capital Management, Kayne Anderson Capital Advisors and Crow Holdings Capital.
Does Trinity Private Equity Group have an API?
No public API is recorded for Trinity Private Equity Group.
What industry is Trinity Private Equity Group in?
Trinity Private Equity Group's product category is Private Equity / Alternative Asset Management. Its primary akta.pro industry code is FSANAEAG, Real Estate Funds — Core-Plus, with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.