# Trilinc Global Advisors, LLC

> Trilinc Global Advisors, LLC is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 285161
- Filed as: TRILINC GLOBAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhattan Beach, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285161
- AdvisorCensus page: https://advisorcensus.com/firm/trilinc-global-advisors-llc-manhattan-beach-ca-285161

## Quick answers

**How is Trilinc Global Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trilinc Global Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Trilinc Global Advisors, LLC located?**
Trilinc Global Advisors, LLC's principal office is in Manhattan Beach, CA, according to its Form ADV.

**Is Trilinc Global Advisors, LLC registered with the SEC or a state?**
Trilinc Global Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285161.

**How much does Trilinc Global Advisors, LLC manage?**
Trilinc Global Advisors, LLC reports $181,725,793 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Trilinc Global Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Trilinc Global Advisors, LLC: Regulatory assets under management: $205,789,459 in the October 2021 data and $181,725,793 in the October 2026 data, down 12%. 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.

**What types of clients does Trilinc Global Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Trilinc Global Advisors, LLC report any disciplinary disclosures?**
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/285161

**What changed in Trilinc Global Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 11 to 8. Regulatory assets under management went from $207,673,032 to $181,725,793 (-12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $181,725,793
- Discretionary: $181,725,793
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $181,725,793 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 19 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trilincglobal.com
- Instagram @TRILINCGLOBAL
- LinkedIn @TRILINC-GLOBAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $205,789,459 | 44 | March 31, 2021 |
| October 2022 | $241,894,964 | 47 | September 26, 2022 |
| October 2023 | $224,995,963 | 44 | March 31, 2023 |
| October 2024 | $219,832,709 | 32 | May 2, 2024 |
| October 2025 | $207,673,032 | 24 | March 31, 2025 |
| October 2026 | $181,725,793 | 19 | April 1, 2026 |

Regulatory assets under management: $205,789,459 in the October 2021 data and $181,725,793 in the October 2026 data, down 12%.
Total employees: 44 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 11 to 8.
- Regulatory assets under management went from $207,673,032 to $181,725,793 (-12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trilinc Global Advisors, LLC (CRD 285161): Form ADV filing data as of October 2026.