Trimaran Advisors, LLC is a large advisory firm based in New York. It manages $2.75 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Trimaran Advisors provides portfolio management for pooled investment vehicles. 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 Trimaran Advisors, LLC is $2.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 97% since the beginning of its operation, and $2.75 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Trimaran 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 Dominick Joseph Mazzitelli is pooled investment vehicles with 7 clients and $2.75 billion of assets under management. Among the 10 most similar advisory firms, Trimaran Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.75 billion for 7 clients. 100% of the firm’s clients are foreign persons or businesses.
Trimaran Advisors also advises several private funds. Namely, seven securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $250,000.
The company employs 12 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No 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.
Dominick Joseph Mazzitelli has been acting as President since 1 Dec 2012. Daniel Patrick Gilligan joined the executive team most recently as the Cco And Vp, Director Of Portfolio Administration.
The principal office where Trimaran Advisors, LLC performs its advisory services is located at 295 Madison Avenue, New York, NY 10017, 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 212-455-8300 or by fax 212-983-7654. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at trimaranadvisors.com/.