# TRILOGY CAPITAL MANAGEMENT, LLC

TRILOGY CAPITAL MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 139013
- Type: SEC-registered investment adviser
- SEC file number: 801-65694
- Location: 40 E 66TH STREET, SUITE 2C, NEW YORK, NY, 10065
- Phone: 203-971-3405
- Latest filing: 2019-10-21
- Regulatory AUM: $149.6M
- Discretionary AUM: $149.6M
- Clients: 2
- Accounts: 4

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [WAGNER LEON MARK](https://search.stillhousedata.com/person/729973) | PRESIDENT; SOLE MANAGING MEMBER | — |
| [GREENBERG DEAN STEVEN](https://search.stillhousedata.com/person/737632) | CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| [CARROLL KENNETH JOHN](https://search.stillhousedata.com/person/749271) | CHIEF COMPLIANCE OFFICER | — |
| [GARBER JEREMY](https://search.stillhousedata.com/person/749608) | ACTING CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| [ROSENSTEIN JONATHAN DAVID](https://search.stillhousedata.com/person/752485) | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| [COWIN KENNETH](https://search.stillhousedata.com/person/752486) | CHIEF COMPLIANCE OFFICER | — |
| [PENNINGTON CAREN NELSON](https://search.stillhousedata.com/person/773532) | CHIEF COMPLIANCE OFFICER | — |
| [ZECHER CLARE HUTTON KELLY](https://search.stillhousedata.com/person/773533) | CFO | — |
| [MASTRI ANTHONY A](https://search.stillhousedata.com/person/821603) | CHIEF COMPLIANCE OFFICER | — |
| [KUPFERBERG BARRY DAVID](https://search.stillhousedata.com/person/829251) | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND DIRECTOR OF RESEARCH; CHIEF OPERATING OFFICER AND DIRECTOR OF RESEARCH | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| TRILOGY PORTFOLIO COMPANY, LLC | Hedge Fund | — | 4 | $105.6M | $5.0M |
| TPF, L.P. | Hedge Fund | — | 2 | $2.0M | $5.0M |


## Fund service providers (1)

- administrator: MUFG ALTERNATIVE FUND SERVICES (CAYMAN) LIMITED — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139013/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139013/similar
- Related entities: https://search.stillhousedata.com/firm/139013/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139013

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.