TRILOGY GLOBAL ADVISORS, LLC
CRD #138866 SEC #801-66527 ORLANDO, FL 407-660-6100
SEC Registered
Total AUM
$6B
Discretionary
$6B
Employees
--
Clients
--
Accounts
65
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2006
- 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 |
|---|---|---|---|---|
| HOLLEY, CAROL, N D | I | CHIEF OPERATING OFFICER | NA | Control |
| MYKLUSCH, JOHN, FRANCIS | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BECKWITT, ROBERT | I | MANAGING DIRECTOR | B | Control |
| BURROW, RYAN, ROBERT | I | MANAGING PARTNER | B | Control |
| GIGLIOTTI, GREGORY, JOSEPH | I | MANAGING PARTNER | B | Control |
| STERLING, WILLIAM, PAUL | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
Registrations
Federal
IA
Mar 28, 2006 REGISTERED
Notice Filings (3)
FL IL NY
Address
1900 SUMMIT TOWER BLVD.SUITE 450
ORLANDO, FL 32810
USA
Phone: 407-660-6100