About Us

Trinity Private Equity Group (‘TPEG’) is an “alternate asset” investment management firm that seeks to create Alpha, which is defined as the excess return above market returns on a risk adjusted basis, TPEG works on behalf of its investors through a disciplined process that includes extreme due diligence and the direct purchase of assets at prices that create a large margin of safety to protect principal. These direct asset purchases generally fall into two categories: control or structured debt and/or equity investments in operating companies and opportunistic real estate transactions that meet our risk/return hurdles.

In operating company investments, Trinity seeks to partner with existing management in high quality companies that fit our investment criteria. We prefer control investments in conjunction with existing management but sometimes will consider adding growth capital to companies that are not ready for a change of control through structured debt or mezzanine instruments. These debt investments provide high current yield and some form of warrant participation.

In opportunistic real estate investments, Trinity works with a strong group of operating partners who have significant expertise in their respective product types such as multi-family, retail, senior and assisted living, and hospitality. These operating partners meet a strict set of background criteria and work with Trinity as a financial partner to jointly create investor value in the respective projects.

In all transactions, TPEG provides balance in pricing, structure and governance to give our investors above average risk adjusted returns that compensate for the time horizon and required illiquidity premium associated with direct participation investments. Further, we align our interests with those of our investors by receiving the majority of our compensation at the realization of investments after return of capital and any associated hurdles.

Finally, as a fund-less sponsor, TPEG has a great deal of latitude in adjusting to current markets and not forcing specific strategies into a market where conditions do not merit a fixed investment strategy. Our investors also retain the option to participate or pass on each individual transaction. This flexibility allows our clients to efficiently utilize our alternative investments as they re-balance their asset allocations in their portfolios over time.