TRILANTIC NORTH AMERICA
Firm details
- Headquarters
- New York, New York
- CRD number
- 152331
- Registered since
- January 4, 2010
- 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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities70%
- Other26%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2ELLIOT ATTIE
Partner & Chief Financial OfficerCRD 5026257
EUGENE JAMES
CEO & PartnerCRD 2537350
Contacts
3 of 5CHARLES AYRES
Partner & ChairmanCRD 1093934
JEREMY LYNCH
PartnerCRD 4963172
GIULIANNA RUIZ
Partner, General CounselCRD 6291966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 399 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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