Trilinc Global Advisors, LLC
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Overview
Trilinc Global Advisors, LLC operates as an advisory firm that has its headquarters in Manhattan Beach, California. Trilinc Global Advisors, LLC manages $225.0 million in assets under management across nine client accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The company has an average-sized group, including 16 financial advisors. Trilinc Global Advisors, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as options, stocks and bonds.
Trilinc Global Advisors, LLC manages all of its accounts in a discretionary manner. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without needing to seek client approval. The firm's typical account size is $25.0 million. The average advisor at Trilinc Global Advisors, LLC oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The company's headquarters is at 1230 Rosecrans Ave, Manhattan Beach, California 90266. The firm is permitted to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Trilinc Global Advisors, LLC by the Numbers
$225.0 million
44
9
$25.0 million
Fee Structure
A financial advisor's fees largely are based on which services the firm provides the client. Fee types charged by the company may include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Trilinc Global Advisors, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Trilinc Global Advisors, LLC caters to pooled investment vehicles. Out of its nine accounts, Trilinc Global Advisors, LLC's largest client group is pooled investment vehicles. Around 56% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Trilinc Global Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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