TRILINC ADVISORS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$283M
Discretionary
$283M
100% of AUM
Avg account
$283M
Accounts
1
Employees
19
Advisory reps
5

Firm details

Headquarters
MANHATTAN BEACH, California
CRD number
166194
Registered since
November 6, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trilinc Advisors, LLC is an SEC‑registered investment adviser that manages pooled investment vehicles for institutional clients. Formed as a limited liability company and registered in 2015, the firm acts as portfolio manager and sponsor/GP for its pooled products rather than as a traditional retail adviser. Its business model combines a standard percentage‑of‑AUM fee with performance‑based fees, a structure aligned with closed‑end and pooled fund economics. The firm identifies as an active ESG investor and incorporates environmental, social and governance considerations into its investment process and manager selection. Trilinc functions as both an adviser and sponsor — serving as an organizing manager and managing member for the vehicles it runs — and is focused on deploying capital through those vehicles on behalf of institutional investor(s).

Assets & Accounts

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

Owners & executives

3 of 3
  • GLORIA NELUND

    Chairman & CEOCRD 2192452

  • PAUL SANFORD

    Chief Investment OfficerCRD 4244548

  • SCOTT HALL

    Chief Operating OfficerCRD 2367928

Contacts

2 of 2
  • BRENT VAN NORMAN

    General CounselCRD 6314967

  • KUN PARK

    CRD 8247480

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

MANHATTAN BEACH, CA

LOS ANGELES

Location

MANHATTAN BEACH, CA

Headquartered in MANHATTAN BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1230 Rosecrans Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth