TRILANTIC NORTH AMERICA

RIASEC RegisteredEst. 2010
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$235M
Accounts
25
Employees
37
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
152331
Registered since
January 4, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.34%
  • Other1.66%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trilantic North America is a private equity firm structured as a limited partnership and registered with the SEC since 2010. It serves institutional clients and operates primarily as a manager and sponsor of pooled investment vehicles, with portfolio management responsibilities for those vehicles and for businesses or institutions. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm is identified as an active ESG investor and also carries CPO/CTA designations while acting as sponsor, general partner, or managing member of its pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 70%, Other 26%, Cash & Cash Equivalents 4%70%
  • Non-Exchange Traded Equities70%
  • Other26%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • ELLIOT ATTIE

    Partner & Chief Financial OfficerCRD 5026257

  • EUGENE JAMES

    CEO & PartnerCRD 2537350

Contacts

3 of 5
  • CHARLES AYRES

    Partner & ChairmanCRD 1093934

  • JEREMY LYNCH

    PartnerCRD 4963172

  • GIULIANNA RUIZ

    Partner, General CounselCRD 6291966

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth