TRILOGY INVESTMENT ADVISORS, LLC

TRILOGY INVESTMENT ADVISORS, LLC of BELLEVUE, WA is an SEC exempt reporting adviser (CRD 341443).

Registration

CRD: 341443
SEC file number: 802-136102
Type: Exempt reporting adviser
Location: 777 108TH AVENUE NE, 25TH FLOOR, BELLEVUE, WA, 98004
Phone: 425-586-5800
Latest filing: 2026-03-31

Officers, owners & control persons (7)

Name	Role	Location
Yuval Neeman	MANAGING DIRECTOR	San Jose, CA
Charles Stonecipher	MANAGING DIRECTOR	Kennewick, WA
Amy McCullough	MANAGING DIRECTOR	Seattle, WA
Mikal Thomsen	MANAGER	SEATTLE, WA
John Stanton	MANAGER	New Albany, OH
Peter Henry Van Oppen	MANAGER	—
Gillespie Theresa	MANAGER	—

Private funds (2)

Fund	Type	Formed	Owners	Gross asset value	Min investment
TRILOGY EQUITY PARTNERS, LLC	Venture Capital Fund	Delaware	25	$138	—
TRILOGY EQUITY PARTNERS II, LLC	Venture Capital Fund	Delaware	30	$105	$2.0M

Fund service providers (1)

administrator: MERITAGE — 2 funds

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