Triloma Energy Advisors LLC is an investment adviser to an investment company based in Winter Park. It manages $44.39 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Florida.
Triloma Energy Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Triloma Energy Advisors LLC is $44.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1533% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Triloma Energy Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Deryck Alan Harmer is investment companies with 2 clients and $44.39 million of assets under management. Among the 2 most similar advisory firms, Triloma Energy Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $44.39 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Triloma Energy Advisors doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Deryck Alan Harmer has been acting as President since 1 Mar 2015. Michael Irvin Wood has served as the Chief Investment Officer since 1 Sep 2015. Sara Pennisi Searle joined the executive team most recently as the Deputy Of Compliance.
The principal office where Triloma Energy Advisors LLC performs its advisory services is located at 201 North New York Avenue, Winter Park, FL 32789, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-888-773-3526 or by fax 407-329-3745. The normal business hours are 9am - 6 pm on Monday - Friday. You can find more information about the New York firm at triloma.com.