Trilogylwp, LLC (Greenwich)

Trilogylwp, LLC is a large advisory firm based in Greenwich. It manages $377.85 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Connecticut.

Trilogylwp provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trilogylwp: assets under management

The assets under management (AUM) of Trilogylwp, LLC is $377.85 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $377.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.46 million each.

Trilogylwp has custody of $377.85 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trilogylwp, 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.

Careers at Trilogylwp, LLC

Leon Mark Wagner has been acting as President since 1 Nov 2013. Barry David Kupferberg joined the executive team most recently as the Chief Operating Officer And Director Of Research.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan David Rosenstein	Managing member	1 Jul 2001	75% - 100%	1161537
Clare Hutton Kelly Zecher	Cfo	1 Apr 2010	Other	5188822
Jeremy Garber	Chief operating officer	1 Nov 2012	Other	2606587
Anthony A Mastri	Chief compliance officer	1 Oct 2013	Other	6256172
Leon Mark Wagner	President	1 Nov 2013	Other	847307
Lp Lwpartners	Non-managing member	1 Nov 2013	25% - 50%	46-2898055
Barry David Kupferberg	Chief operating officer and director of research	1 Jul 2014	Other	1570988

Based in Greenwich

The principal office where Trilogylwp, LLC performs its advisory services is located at 33 Benedict Place, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.