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 limited liability company that operates as an institutional registered investment adviser. Founded in 2015, the firm focuses on portfolio management for pooled investment vehicles and acts as an adviser and sponsor, serving as a GP or managing member of pooled vehicles. Its client base is institutional, and its fee arrangements include both asset-based fees and performance-linked compensation. The firm identifies as an active ESG investor and is organized with domestic entity and individual ownership.

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 4
  • Gloria Nelund

    Gloria Nelund

    Chairman & CEOCRD 2192452

  • Paul Sanford

    Paul Sanford

    Chief Investment OfficerCRD 4244548

  • Scott Hall

    Scott Hall

    Chief Operating OfficerCRD 2367928

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Contacts

1 of 1
  • Brent Van Norman

    Brent Van Norman

    General CounselCRD 6314967

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