TRILOGY CAPITAL MANAGEMENT, LLC

TRILOGY CAPITAL MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 139013). Regulatory assets under management: $149.6M.

Registration

Officers, owners & control persons (10)

NameRoleLocation
WAGNER LEON MARKPRESIDENT; SOLE MANAGING MEMBER—
GREENBERG DEAN STEVENCHIEF COMPLIANCE OFFICER; PRINCIPAL—
CARROLL KENNETH JOHNCHIEF COMPLIANCE OFFICER—
GARBER JEREMYACTING CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER—
ROSENSTEIN JONATHAN DAVIDMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER—
COWIN KENNETHCHIEF COMPLIANCE OFFICER—
PENNINGTON CAREN NELSONCHIEF COMPLIANCE OFFICER—
ZECHER CLARE HUTTON KELLYCFO—
MASTRI ANTHONY ACHIEF COMPLIANCE OFFICER—
KUPFERBERG BARRY DAVIDCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND DIRECTOR OF RESEARCH; CHIEF OPERATING OFFICER AND DIRECTOR OF RESEARCH—

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
TRILOGY PORTFOLIO COMPANY, LLCHedge Fund—4$105.6M$5.0M
TPF, L.P.Hedge Fund—2$2.0M$5.0M

Fund service providers (1)

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