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Building 2TRILOGY GLOBAL ADVISORS, LP

Map pinWINTER PARK, FL
Phone407-660-6100
NotebookSEC #801-57139
Total AUM
$4.3B
Employees
40
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 PARK AVENUE SOUTH
SUITE 320
WINTER PARK
FL 32789
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
407-660-6100
Other Offices
1

ReceiptFinancials

Total AUM
$4.3B
Accounts
15
Discretionary
$4.3B
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
2
AUM
$226.9M
Pooled Vehicle Clients
6
AUM
$1.7B
Pension/Profit Sharing Plan Clients
1
AUM
$1B
Charitable Organization Clients
1
AUM
$4.6M
Government Entity Clients
1
AUM
$234.2M
Sovereign Wealth Fund Clients
1
AUM
$1.1B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SUB-ADVISORY SERVICES FOR NON-U.S. FUNDS AND SOVEREIGN WEALTH FUNDS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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