TRILOGY GLOBAL ADVISORS, LP

WINTER PARK, Florida·8 registered advisors·CRD# 107951
SEC# 801-571391407-660-6100
01

Firm Overview

AUM
$4.3B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at TRILOGY GLOBAL ADVISORS, LP

8 registered advisors
Carol N D Holley
NEW YORK, New York
Christopher J Michailoff
NEW YORK, New York
John Francis Myklusch
WINTER PARK, Florida
Pablo Salasschoofield
WINTER PARK, Florida
Robert Beckwitt
NEW YORK, New York
Ryan Robert Burrow
WINTER PARK, Florida
Thomas Anthony Masi
WINTER PARK, Florida
William Paul Sterling
WINTER PARK, Florida
05

Office Locations

WINTER PARK, Florida
5 advisors
NEW YORK, New York
3 advisors

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Data sourced from SEC Form ADV filings. TRILOGY GLOBAL ADVISORS, LP (CRD# 107951) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.