Trilinc Advisors, LLC is a large advisory firm based in Manhattan Beach. It manages $409.26 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.
Trilinc 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 Trilinc Advisors, LLC is $409.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13690% 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 Trilinc 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 Brent Lee Van Norman is pooled investment vehicles with 1 clients and $409.26 million of assets under management. Among the 10 most similar advisory firms, Trilinc Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $409.26 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Trilinc Advisors doesn't advise any private funds.
The company employs 38 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Brent Lee Van Norman has been acting as President since 1 Oct 2013. Paul Robert Sanford has served as the Chief Investment Officer since 1 Apr 2012. Scott Thomas Hall joined the executive team most recently as the Chief Compliance Officer.
The principal office where Trilinc Advisors, LLC performs its advisory services is located at 1230 Rosecrans Avenue, Manhattan Beach, CA 90266, 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 310-997-0580 or by fax 440-247-3709. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at trilincglobal.com.