A. Trinity Hunt Management, L.P. (the “Adviser” or “Trinity Hunt”) is a private equity firm located
in Dallas, Texas. The Adviser provides investment supervisory services on a discretionary basis
to private investment limited partnerships making privately negotiated equity and equity-related
investments in leveraged buyouts and recapitalizations and expansion capital financings of lower
middle-market companies located in the United States (each, a “Fund”, and together, the “Funds”).
In connection with sponsoring a Fund, the Adviser is responsible for evaluating and monitoring
Fund investments and providing day-to-day managerial and administrative services to the Fund.
The general partner of a Fund (the “General Partner”) will make all investment decisions on behalf
of the Fund.
Trinity Hunt and Trinity Hunt Partners III, L.P. (“Fund III”) were formed in 2004 as the
independently managed successor to Hunt Capital Fund I (“Fund I”) and II (“Fund II”)
(collectively, “Hunt Capital”), the exclusive vehicles through which the Lamar Hunt family had
conducted its private equity investing activities with its own capital and on behalf of third-party
institutional investors. Trinity Hunt formed Trinity Hunt Partners IV, L.P. (“Fund IV”) in 2011,
Trinity Hunt Partners V, L.P. (“Fund V”) in 2018, Trinity Hunt Partners VI, L.P. (“Fund VI”) and
Trinity Hunt Partners VI-A, L.P. (“Fund VI-A”) in 2021, Trinity Hunt Partners CF, L.P. in 2022
and Trinity Hunt Partners VII, L.P. (“Fund VII”) and Trinity Hunt Partners VII-A, L.P. (“Fund
VII-A”) which were established in 2023.
The Funds are managed by the senior members of Trinity Hunt, consisting of Blake R. Apel,
Daniel
S. Dross, Peter J. Stein, Scott H. Colvert, Michael C. Steindorf, John D. Oakes, George E.
Morgan and Garrett B. Greer (collectively, the “Principals”).
B. Investment supervisory services include establishing each Funds’ investment objective and
selecting portfolio investments according to each Funds’ specific investment strategy. The
investment activity of the Adviser focuses on buyouts, buy-and-builds, recapitalizations, and
later-stage growth equity investments in established, lower middle- market companies in the
United States, with a preference of investing in leading business services, healthcare services,
and non-cyclical consumer services businesses. The services provided by the Adviser to the
Funds include, among others: (1) proactive deal origination and initial screen of potential
portfolio investments, (2) a preliminary investment review, (3) in-depth due diligence, (4)
thorough review and approval by the Adviser’s investment committee, and (5) comprehensive,
ongoing oversight and development of the portfolio companies. The advice of the Adviser is
limited to the advisory services discussed above.
C. While each of its Funds will follow the general strategy stated above, the Adviser tailors its
advisory services to the needs of each Fund, in accordance with the applicable investment
objectives and the relevant prospectus, limited partnership agreement, offering memorandum or
other applicable documentation of each Fund.
D. The Adviser does not participate in wrap fee programs.
E. As of December 31, 2023, the Adviser manages $ 2,237,689,944 in discretionary portfolio.