Firm profile

TRILINC GLOBAL ADVISORS, LLC

MANHATTAN BEACH, CACRD 285161Latest ADV April 1, 2026

Trilinc Global Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manhattan Beach, CA. Its latest Form ADV filing, dated April 1, 2026, reports $182M in regulatory assets under management, 19 employees, and 8 accounts.

Assets Under Management
$182M
Employees
19
Offices
--
Total Clients
8
Primary office
MANHATTAN BEACH, CA
1230 ROSECRANS AVE, SUITE 602, MANHATTAN BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOGloria S. Nelund
CCOScott T. Hall
CFOGloria S. Nelund

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$182Mas of April 1, 2026
Discretionary100.0%
$182M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$182M
Total Accounts8
10Y AUM Change+$182M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee0:1
10Y Employee Change-6 (-24.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.