TRILOGY CAPITAL MANAGEMENT, LLC

NEW YORK, New York·5 registered advisors·CRD# 139013
SEC# 801-656940203-971-3405
01

Firm Overview

AUM
$150M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at TRILOGY CAPITAL MANAGEMENT, LLC

5 registered advisors
Barry David Kupferberg
RYE BROOK, New York
Caren Nelson Pennington
GREENWICH, Connecticut
Clare Hutton Kelly Zecher
GREENWICH, Connecticut
Jeremy Garber
GREENWICH, Connecticut
Jonathan David Rosenstein
NEW YORK, New York
05

Office Locations

GREENWICH, Connecticut
3 advisors
NEW YORK, New York
1 advisor
RYE BROOK, New York
1 advisor

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Data sourced from SEC Form ADV filings. TRILOGY CAPITAL MANAGEMENT, LLC (CRD# 139013) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.