Trilinc Advisors, LLC
Firm details
- Headquarters
- Manhattan Beach, California
- CRD number
- 166194
- Registered since
- November 6, 2015
- Website
- www.trilincglobal.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trilinc Advisors, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. Founded in 2015, the firm focuses on portfolio management for pooled investment vehicles and acts as an adviser and sponsor, serving as a GP or managing member of pooled vehicles. Its client base is institutional, and its fee arrangements include both asset-based fees and performance-linked compensation. The firm identifies as an active ESG investor and is organized with domestic entity and individual ownership.
Assets & Accounts
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
Owners & executives
3 of 4
Gloria Nelund
Chairman & CEOCRD 2192452

Paul Sanford
Chief Investment OfficerCRD 4244548

Scott Hall
Chief Operating OfficerCRD 2367928
Contacts
1 of 1
Brent Van Norman
General CounselCRD 6314967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manhattan Beach, CA
Los Angeles
Location
Manhattan Beach, CA
Headquartered in Manhattan Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1230 Rosecrans Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Family Financial
RIAManhattan Beach, CA
Pointone Family Office
RIAManhattan Beach, CA
Second 50 Financial
RIAManhattan Beach, CA
Womack Wealth Management, Inc.
RIAManhattan Beach, CA
Madrid Retirement Advisors
RIAManhattan Beach, CA
Trilinc Global Advisors, LLC
RIAManhattan Beach, CA