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TRILANTIC NORTH AMERICA

NEW YORK, NY · CRD 152331 · IAPD ↗ · trilanticpartners.com · 212-607-8450

$5.89BRegulatory AUM
20Advisory reps
37Employees
0Clients
n/aPlanning clients
19Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — TRILANTIC NORTH AMERICA shrank from 25 to 20 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2025 — TRILANTIC NORTH AMERICA shrank from 38 to 25 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — TRILANTIC NORTH AMERICA now reports custody of client assets ($15.46B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.