Form D · Hedge Fund

Trinity Legacy Dynamic Options Fund I LP

Houston, TX · CIK 0001817521

Offering snapshot reported Aug 11, 2026 · SEC filing

Reported sold: $13.2M
Investors reported: 24
Minimum accepted: $250K
First sale: Sep 1, 2020

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$14,000,000 → $13,160,000
Reported investors26 → 24

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 11, 2026	Amendment	$13,160,000	-$840,000vs Dec 2, 2025	24	SEC filing
Dec 2, 2025	Amendment	$14,000,000	$500,000vs Aug 13, 2024	26	SEC filing
Aug 13, 2024	Amendment	$13,500,000	No comparison	27	SEC filing
Nov 15, 2023	Amendment	$12,700,000	No comparison	27	SEC filing
Jul 14, 2020	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-370972

Source: Form D, filed Aug 11, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

TRINITY LEGACY DYNAMIC OPTIONS FUND I, LP

Investment adviser: TRINITY LEGACY PARTNERS, LLC

Gross asset value: $14.1M
Beneficial owners: 26
ADV minimum commitment: $250K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2043391 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-3472549972

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Larry Bell	Promoter
John Hunter	Promoter
John P Wilkinson	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

24 Greenway Plaza Suite 546
Houston, TX, 77046