BPI GLOBAL ASSET MANAGEMENT LLC
CRD #136747 SEC #801-64614 ORLANDO, FL 407.660.6100
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
--
Clients
0
Accounts
18
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 18, 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 |
|---|---|---|---|---|
| BECKWITT, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| BECKWITT, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| BURROW, RYAN, ROBERT | I | MANAGING PARTNER | NA | Control |
| BURROW, RYAN, ROBERT | I | MANAGING PARTNER | NA | Control |
| GIGLIOTTI, GREGORY, JOSEPH | I | MANAGING PARTNER | NA | Control |
| GIGLIOTTI, GREGORY, JOSEPH | I | MANAGING PARTNER | NA | Control |
| HOLLEY, CAROL, N D | I | CHIEF OPERATING OFFICER | NA | |
| HOLLEY, CAROL, N D | I | CHIEF OPERATING OFFICER | NA | |
| MYKLUSCH, JOHN, FRANCIS | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| MYKLUSCH, JOHN, FRANCIS | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| STERLING, WILLIAM, PAUL | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| STERLING, WILLIAM, PAUL | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| TRILOGY GLOBAL ADVISORS, LLC | DE | SOLE MEMBER | E | Control |
| TRILOGY GLOBAL ADVISORS, LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BECKWITT, ROBERT | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
| BECKWITT, ROBERT | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
| BURROW, RYAN, ROBERT | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
| BURROW, RYAN, ROBERT | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
| MCGOVERN, JAMES, LAWRENCE | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
| MCGOVERN, JAMES, LAWRENCE | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
| PRINDIVILLE, ROBERT, ANDREW | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
| PRINDIVILLE, ROBERT, ANDREW | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
| STERLING, WILLIAM, PAUL | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
| STERLING, WILLIAM, PAUL | I | TRILOGY GLOBAL ADVISORS, LLC | F | Control |
Registrations
Federal
IA
Oct 18, 2005 REGISTERED
Notice Filings (4)
CT FL IL MA
Address
1900 SUMMIT TOWER BOULEVARDSUITE 450
ORLANDO, FL 32810-5950
USA
Phone: 407.660.6100