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TRILOGY INVESTMENT MANAGEMENT, LLC

Advisory

Data as of Apr 5, 2010 · Source: SEC Form ADV

Total AUM
$14M
1-Year AUM Growth
-54.0%
3-Year CAGR
-19.3%
Employees
0
Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingJan 28, 2005
Latest FilingApr 5, 2010
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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