MEET YOUR TRINITY REPRESENTATIVE
Pat Swanson is a Principal for TPEG Securities, LLC
Pat serves as the compliance officer and strategic partner at Trinity Private Equity Group, focusing his efforts to increase Trinity’s presence and assets across institutional channels as well as in Coastal and South Texas.
Pat brings over 35 years of investment analysis and wealth management experience to serve Trinity’s clients. From 1993 to 2019, Pat served as partner, senior portfolio manager and securities analyst with Oxbow Advisors and its predecessor, King Investment Advisors, in Houston. In the early nineties, he was an investment underwriter for US WEST’s corporate finance group, analyzing securities and managing portfolios of high yield bonds, leveraged loans, and private placements. Pat began his investment career as a corporate banker at RepublicBank Dallas (now Bank of America) before moving to ABQ Capital Markets, where he managed a portfolio of high-yield bonds and leveraged loans. He attained the rank of Captain in the US Air Force, negotiating contracts at Hughes Aircraft Company in Los Angeles.
In 2018, Forbes selected Pat as one of the top fifteen wealth advisors in Texas. In 2019, the magazine named him one of the top ten wealth advisors in South Texas.
Pat is a CFA charter holder, elected to serve as the President of the CFA Society of Houston in 1999 and as the President of the CFA Societies of Texas in 2017. He also served as governor of the Investment Advisor Association (IAA) for nine years. Presently, Pat serves as a member of the Advocacy Committee of the CFA Societies of Texas.
Pat graduated from the United States Air Force Academy with a BS in Economics in 1979 and earned his Master of Business Administration from Pepperdine University in 1982.
Pat has served as a Boy Scout adult leader for the last fifteen years, holding positions from Cubmaster to Scoutmaster. His three sons are all Eagle Scouts, and his daughter earned her Gold Award in Girl Scouts. His most cherished Boy Scout memories are trekking at the Philmont Scout Ranch with his sons.
Pat currently serves on the Investment Committee for the Houston’s Christian Community Service Center (CCSC). Previously, he served on the Investment Committee for the St. Agnes Academy’s Foundation from 2013 to 2019, the last three years as the committee’s chair.
Trinity Investors, founded in 2006, strives to earn above-average, risk-adjusted returns through direct investment in real estate and operating companies. Trinity's portfolio, valued at $6.9 billion*, includes 17 operating companies and over 145 real estate holdings. To date, Trinity’s all time distributions to investors is $1.28 Billion.**
OUR MISSION is to enable wealth creation by identifying, structuring, and capitalizing alternative investments that drive long-term prosperity for our investors.
WHAT WE DO
Trinity works with experienced real estate developers in both new development and value-add projects across various real estate classes. We currently have over 145 unique assets in our real estate portfolio.
Trinity partners with operating management to make both control and growth capital investments in high quality companies. Our portfolio includes 17 active operating companies.
WHAT WE OFFER
INVESTMENT OFFERINGS & OPPORTUNITIES
ASSET CLASSES WE INVEST IN
MINIMUM REQUIREMENTS TO INVEST:
Investor must be a U.S. Citizen or U.S. Permanent Resident
Investor must meet the minimum investment amount for each investment opportunity (typically $75,000 - $100,000)
Investor must be an Accredited Investor
MORE ABOUT TRINITY INVESTORS
*The listed Portfolio Value represents the combined value, at inception, of all active investments in which Trinity Investors offerings have participated. The underlying portfolio investments are not revalued periodically. The listed Portfolio Value is only representative of the aggregate value of the subject projects at the time that Trinity Investors offerings invested in the projects. Thus, the current market value of the portfolio may be higher or lower than the listed Portfolio Value.
**All Time Distributions includes all distributions made to investor accounts by Trinity Investors since March 15, 2009.