TRILOGY GLOBAL ADVISORS, LP
CRD #107951 SEC #801-57139 WINTER PARK, FL 407-660-6100
SEC Registered Private Funds
Total AUM
$4.3B
Discretionary
$4.3B
Employees
40
Clients
0
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2018 | $4.3B | $4.3B | $0 | 40 | 0 |
| Mar 2018 | $8B | $8B | $0 | 58 | 0 |
| Mar 2017 | $7.8B | $7.8B | $0 | 62 | 26 |
| Nov 2016 | $8.1B | $8.1B | $0 | 65 | 26 |
| Oct 2016 | $8.1B | $8.1B | $0 | 65 | 26 |
| May 2016 | $9.2B | $9.2B | $0 | 70 | 26 |
| Mar 2016 | $9.2B | $9.2B | $0 | 70 | 26 |
| Sep 2015 | $13B | $13B | $0 | 70 | 26 |
| Jul 2015 | $13B | $13B | $0 | 70 | 26 |
| Apr 2015 | $13B | $13B | $0 | 70 | 26 |
| Mar 2015 | $13B | $13B | $0 | 70 | 26 |
| Feb 2015 | $13B | $13B | $0 | 72 | 26 |
| Jul 2014 | $14.3B | $14.3B | $0 | 72 | 26 |
| May 2014 | $14.3B | $14.3B | $0 | 72 | 26 |
| Apr 2014 | $14.3B | $14.3B | $0 | 72 | 26 |
| Mar 2014 | $14.3B | $14.3B | $0 | 72 | 26 |
| May 2013 | $13.3B | $13.3B | $0 | 72 | 26 |
| Mar 2013 | $13.3B | $13.3B | $0 | 72 | 26 |
| Jun 2012 | $14.1B | $14.1B | $0 | 51 | 26 |
| Jun 2012 | $14.1B | $14.1B | $0 | 51 | 26 |
| Apr 2012 | $14.1B | $14.1B | $0 | 51 | 26 |
| Mar 2012 | $14.1B | $14.1B | $0 | 51 | 26 |
| Mar 2011 | $16.5B | $16.5B | $0 | 51 | -- |
| Dec 2010 | $12.4B | $12.4B | $0 | 51 | -- |
| Mar 2010 | $12.4B | $12.4B | $0 | 51 | -- |
| Mar 2009 | $7.9B | $7.9B | $0 | 51 | -- |
| Nov 2007 | $14.4B | $13.9B | $538.1M | 51 | -- |
| Feb 2007 | $10.7B | $10.1B | $517.8M | -- | -- |
| Feb 2007 | $8.5B | $8.5B | $4.5M | -- | -- |
| Jan 2007 | $8.5B | $8.5B | $4.5M | -- | -- |
| Dec 2006 | $8.5B | $8.5B | $4.5M | -- | -- |
| Jan 2006 | $5.6B | $5.6B | $34.4M | -- | -- |
| Oct 2005 | $4.7B | $4.7B | $3M | -- | -- |
| May 2004 | $5.3B | $5.3B | $45.1M | -- | -- |
| Mar 2004 | $5.3B | $5.3B | $45.1M | -- | -- |
| Dec 2003 | $3.9B | $3.9B | $7.5M | -- | -- |
| Nov 2003 | $3.9B | $3.9B | $7.5M | -- | -- |
| Mar 2002 | $4.7B | $4.6B | $92.3M | -- | -- |
| Jul 2001 | $6.4B | $6.4B | $0 | -- | -- |
DateSep 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees40
Clients0
DateMar 2018
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees58
Clients0
DateMar 2017
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees62
Clients26
DateNov 2016
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees65
Clients26
DateOct 2016
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees65
Clients26
DateMay 2016
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees70
Clients26
DateMar 2016
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees70
Clients26
DateSep 2015
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees70
Clients26
DateJul 2015
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees70
Clients26
DateApr 2015
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees70
Clients26
DateMar 2015
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees70
Clients26
DateFeb 2015
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees72
Clients26
DateJul 2014
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees72
Clients26
DateMay 2014
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees72
Clients26
DateApr 2014
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees72
Clients26
DateMar 2014
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees72
Clients26
DateMay 2013
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$0
Employees72
Clients26
DateMar 2013
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$0
Employees72
Clients26
DateJun 2012
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees51
Clients26
DateJun 2012
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees51
Clients26
DateApr 2012
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees51
Clients26
DateMar 2012
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees51
Clients26
DateMar 2011
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$0
Employees51
Clients--
DateDec 2010
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2010
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees51
Clients--
DateNov 2007
Total AUM$14.4B
Discretionary$13.9B
Non-Disc.$538.1M
Employees51
Clients--
DateFeb 2007
Total AUM$10.7B
Discretionary$10.1B
Non-Disc.$517.8M
Employees--
Clients--
DateFeb 2007
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$4.5M
Employees--
Clients--
DateJan 2007
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$4.5M
Employees--
Clients--
DateDec 2006
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$4.5M
Employees--
Clients--
DateJan 2006
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$34.4M
Employees--
Clients--
DateOct 2005
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$3M
Employees--
Clients--
DateMay 2004
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$45.1M
Employees--
Clients--
DateMar 2004
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$45.1M
Employees--
Clients--
DateDec 2003
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$7.5M
Employees--
Clients--
DateNov 2003
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$7.5M
Employees--
Clients--
DateMar 2002
Total AUM$4.7B
Discretionary$4.6B
Non-Disc.$92.3M
Employees--
Clients--
DateJul 2001
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees--
Clients--