Trilantic North America

RIASEC Registered

Total AUM

$5.9B

Discretionary

$5.9B

100% of AUM

Avg account

$235M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 152331
Registered since: January 4, 2010
Website: www.trilanticnorthamerica.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles98.34%
Other1.66%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trilantic North America is a private equity firm structured as a limited partnership and registered with the SEC since 2010. It serves institutional clients and operates primarily as a manager and sponsor of pooled investment vehicles, with portfolio management responsibilities for those vehicles and for businesses or institutions. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm is identified as an active ESG investor and also carries CPO/CTA designations while acting as sponsor, general partner, or managing member of its pooled vehicles.