RIA Intelligence

TRILOGY INVESTMENT MANAGEMENT LP

CRD #109477 SEC #801-57303 LAS VEGAS, NV 702-228-5072
SEC Registered
Total AUM
$231.8M
Discretionary
$231.8M
Employees
5
Clients
0
Accounts
16

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2001
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TRIBULATO, BRADLEY, ANTHONYIMANAGING DIRECTORNA Control
TRILOGY INVESTMENT MANAGEMENT CORPORATIONDEGENERAL PARTNERNA Control
TRILOGY INVESTMENT MANAGEMENT CORPORATIONDEGENERAL PARTNERNA Control
TRILOGY INVESTMENT MANAGEMENT CORPORATIONDEGENERAL PARTNERNA Control
ROYAL ASCOT FINANCIAL CORPORATIONDELIMITED PARTNERE Control
ROYAL ASCOT FINANCIAL CORPORATIONDELIMITED PARTNERD Control
ROYAL ASCOT FINANCIAL CORPORATION (100% OWNED BY BRADLEY TRIBULATO)DELIMITED PARTNERD Control
BAER, ALAN, ARTHURILIMITED PARTNERC Control
BAER, ALAN, ARTHURILIMITED PARTNERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
TRIBULATO, BRADLEYIROYAL ASCOT FINANCIAL CORPORATIONE Control
TRIBULATO, BRADLEY, ANTHONYIROYAL ASCOT FINANCIAL CORPORATIONE Control
TRIBULATO, BRADLEYITRILOGY INVESTMENT MANAGEMENT CORPORATIOND Control
TRIBULATO, BRADLEYITRILOGY INVESTMENT MANAGEMENT CORPORATIOND Control
TRIBULATO, BRADLEY, ANTHONYITRILOGY INVESTMENT MANAGEMENT CORPORATIOND Control
BAER, ALAN, ARTHURITRILOGY INVESTMENT MANAGEMENT CORPORATIONC Control
BAER, ALAN, ARTHURITRILOGY INVESTMENT MANAGEMENT CORPORATIONC Control
ESTATE OF ALAN A. BAERDETRILOGY INVESTMENT MANAGEMENT CORPORATIONC Control

Registrations

Federal

IA
Jun 26, 2001 REGISTERED

Notice Filings (2)

NE NV

Address

121 SOUTH ROYAL ASCOT DRIVE
LAS VEGAS, NV 89144-4308
USA
Phone: 702-228-5072