Trinity Legacy Dynamic Options Fund I LP
Trinity Legacy Dynamic Options Fund I LP is a hedge fund based in Houston, Texas. According to its most recent Form D, filed Aug 11, 2026, the fund has sold $13,160,000 of interests to 24 investors since its first sale in Sep 2020. The minimum investment it accepts from an outside investor is $250,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Larry Bell; John Hunter; John Wilkinson.
Performance
No returns have been reported for this fund. As a rough guide, Trinity Legacy Partners, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +9.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +23.6% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $13,160,000Cumulative sales reported on Form D
- Investors
- 24
- First sale
- Sep 1, 2020
- Minimum investment
- $250,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Larry Bell; John Hunter; John Wilkinson
- Latest Form D
- Aug 11, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Trinity Legacy Dynamic Options Fund I LP
What is the minimum investment for Trinity Legacy Dynamic Options Fund I LP?
According to its latest Form D, filed Aug 11, 2026, the minimum investment Trinity Legacy Dynamic Options Fund I LP accepts from an outside investor is $250,000.
Who can invest in Trinity Legacy Dynamic Options Fund I LP?
Trinity Legacy Dynamic Options Fund I LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Trinity Legacy Dynamic Options Fund I LP raised?
Trinity Legacy Dynamic Options Fund I LP reports $13,160,000 sold from 24 investors on its Form D filed Aug 11, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Trinity Legacy Dynamic Options Fund I LP based?
Trinity Legacy Dynamic Options Fund I LP is based in Houston, Texas and is managed by Trinity Legacy Partners, LLC.
When did Trinity Legacy Dynamic Options Fund I LP launch?
Trinity Legacy Dynamic Options Fund I LP reports its first sale in Sep 2020.
Size compared with every hedge fund
Raised more than 36% of the 631 hedge funds based in Texas, and more than 24% of all 10,309 that report sales.