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TRILOGY FINANCIAL SERVICES

financial_services

Irvine, CA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:b4330f50-fd52-4d64-bac0-23cf3e97bedb

Data as of Sep 18, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 19, 2026, 4:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 17, 2026 to Sep 18, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Owners: Peloton Capital Management Inc.
Owned since: Mar 7, 2024
Industry: financial_services
Add-ons on file: 0add-on transactions linked to this company on the graph
Add-ons evidenced: 0derived0 in 24 months, from sponsor and platform websites and press; record tier discovery, not independently verified
Transactions: 2
Investors: 1

Transactions

Announced	Type	Headline	EV	Basis
Mar 7, 2024	Platform acquisition	PELOTON CAPITAL MANAGEMENT INVESTS IN TRILOGY FINANCIAL SERVICES	n/a	n/a

Investors

Investor	Class	Role	Control	Invested	Status
Peloton Capital Management Inc.	Buyout	platform	control	Mar 7, 2024	active

Relationships

Invested in (1)

← Peloton Capital Management Inc.Firmplatform
Mar 7, 2024 to presentfactNews and newswire, The subject's own site

Advised (1)

← Polsinelli PCIntermediarybuy_side_adviser:buy
Mar 7, 2024 to presentfactNews and newswire

Dated events

Occurred
Mar 7, 2024
Transaction announced
PELOTON CAPITAL MANAGEMENT INVESTS IN TRILOGY FINANCIAL SERVICES
Peloton Capital Management Inc.News and newswireobserved today
Occurred
Mar 7, 2024
Platform investment
PELOTON CAPITAL MANAGEMENT INVESTS IN TRILOGY FINANCIAL SERVICES
News and newswireobserved today

Provenance

Graph: Private Equity
Canonical id: dfx:pe:b4330f50-fd52-4d64-bac0-23cf3e97bedb
First observed: Sep 17, 2026
Last observed: Sep 18, 2026 9 h ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRILOGY FINANCIAL SERVICES

financial_services

Irvine, CA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:b4330f50-fd52-4d64-bac0-23cf3e97bedb

Data as of Sep 18, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 19, 2026, 4:44 AM UTC and rebuilt at most every 15 minutes.

Announced

Type

Headline

Basis

Mar 7, 2024

Platform acquisition

PELOTON CAPITAL MANAGEMENT INVESTS IN TRILOGY FINANCIAL SERVICES

n/a

Investor

Class

Role

Control

Invested

Status

Peloton Capital Management Inc.

Buyout

platform

control

Mar 7, 2024

active