TRILOGY CAPITAL ADVISORS L.L.C.
CRD #116081 SEC #801-60781 KANSAS CITY, MO 816-531-9393
SEC Registered
Total AUM
$88M
Discretionary
$88M
Employees
5
Clients
--
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 13, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYLAN, DAVID, SEABORN | I | CHIEF FINANCIAL OFFICER AND (AS OF 10/5/04) CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYLAN, DAVID, SEABORN | I | CHIEF FINANCIAL OFFICER AND (AS OF 10/5/04) CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYLAN, DAVID, SEABORN | I | CHIEF FINANCIAL OFFICER AND (AS OF 10/5/04) CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYLAN, DAVID, SEABORN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BOYLAN, DAVID, SEABORN | I | CHIEF FINANCIAL OFFICER AND (AS OF 10/5/04) CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYLAN, DAVID, SEABORN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COX, GREG, LEE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| DREYER, THOMAS, STANLEY | I | CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER | NA | Control |
| CAPRI CAPITAL ADVISORS LLC | DE | MEMBER | E | Control |
| CM INVESTOR LLC | DE | MEMBER | E | Control |
| DREYER, THOMAS, STANLEY | I | MANAGER | E | Control |
| DREYER, THOMAS, STANLEY | I | MANAGER & CHIEF EXECUTIVE OFFICER | E | Control |
| DREYER, THOMAS, STANLEY | I | MANAGER & CHIEF EXECUTIVE OFFICER | E | Control |
| DREYER, THOMAS, STANLEY | I | MANAGER & CHIEF EXECUTIVE OFFICER | E | Control |
| DREYER, THOMAS, STANLEY | I | MANAGER & CHIEF EXECUTIVE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHARTER MAC CORPORATION | DE | CM INVESTOR LLC | E | Control |
| CHARTERMAC | DE | CHARTER MAC CORPORATION | E | Control |
| CAPRI REALTY CAPITAL LLC | DE | CAPRI CAPITAL ADVISORS LLC | D | Control |
| CAPRI REALTY HOLDINGS, LLC | DE | CAPRI CAPITAL ADVISORS LLC | C | Control |
| CARTER, DARYL | I | CAPRI REALTY CAPITAL, LLC | C | Control |
| PRIMO, QUINTIN | I | CAPRI REALTY CAPITAL, LLC | C | Control |
Registrations
Federal
IA
May 13, 2005 REGISTERED
Notice Filings (5)
CT KS MO NY TX
Address
444 WEST 47TH STREETSUITE 315
KANSAS CITY, MO 64112
USA
Phone: 816-531-9393