{
  "crd_number": 166194,
  "slug": "trilinc-advisors-llc-manhattan-beach-ca-166194",
  "primary_business_name": "TRILINC ADVISORS, LLC",
  "legal_name": "TRILINC ADVISORS, LLC",
  "dbas": [],
  "city": "Manhattan Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-11-06",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 282803356.0,
  "raum_discretionary": 282803356.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 19,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 282803356.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://instagram.com/TRILINCGLOBAL",
    "https://linkedin.com/COMPANY/TRILINC-GLOBAL",
    "https://trilincglobal.com",
    "https://trilincglobalimpactfund.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166194",
  "city_as_filed": "MANHATTAN BEACH",
  "url": "https://advisorcensus.com/firm/trilinc-advisors-llc-manhattan-beach-ca-166194",
  "display_name": "Trilinc Advisors, LLC",
  "summary": "Trilinc Advisors, LLC is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Trilinc Advisors, LLC (CRD 166194): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Trilinc Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Trilinc Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Trilinc Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Trilinc Advisors, LLC located?",
      "a": "Trilinc Advisors, LLC's principal office is in Manhattan Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Trilinc Advisors, LLC registered with the SEC or a state?",
      "a": "Trilinc Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 166194."
    },
    {
      "q": "How much does Trilinc Advisors, LLC manage?",
      "a": "Trilinc Advisors, LLC reports $282,803,356 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Trilinc Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Trilinc Advisors, LLC: Regulatory assets under management: $370,087,885 in the October 2021 data and $282,803,356 in the October 2026 data, down 24%. Total employees: 44 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Trilinc Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Trilinc Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166194"
    },
    {
      "q": "What changed in Trilinc Advisors, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Employees performing advisory functions went from 11 to 8. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 370087885.0,
      "total_employees": 44,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 350211089.0,
      "total_employees": 47,
      "filing_date": "2022-07-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 319592852.0,
      "total_employees": 44,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 278757339.0,
      "total_employees": 32,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 285590181.0,
      "total_employees": 24,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 282803356.0,
      "total_employees": 19,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 8.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "The Client pays TLA an asset management fee equal to 2.00% per annum of the Client’s gross assets, both calculated and payable quarterly in arrears."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 2.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Client pays TLA an asset management fee equal to 2.00% per annum of the Client’s gross assets, both calculated and payable quarterly in arrears."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/trilinc-advisors-llc-manhattan-beach-ca-166194.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 282803356.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166194",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}