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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

TRILINC ADVISORS, LLC

CRD 166194

MANHATTAN BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c1ebc402-5454-ce1c-8a1d-6282ce5acb1c

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Jan 2, 2013 to Apr 1, 2026
30 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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $283MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $283M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Custody, client assets: $283M
SEC number: 801-106816
CRD: 166194
Filings on the tape: 30
First filed: Jan 2, 2013
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, DE
Website: trilincglobal.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HALL, SCOTT, THOMAS	CHIEF OPERATING OFFICER	Na	yes	08/2018	Dec 20, 2018	Mar 29, 2024
NELUND, GLORIA, SUE	MANAGING MEMBER	C	yes	01/2009	Jan 2, 2013	Mar 29, 2024
NELUND, GLORIA, SUE	CHAIRMAN, CHIEF EXECUTIVE OFFICER	Na	yes	04/2012	Jan 2, 2013	Mar 29, 2024
SANFORD, PAUL, ROBERT	CHIEF INVESTMENT OFFICER	Na	yes	04/2012	Jan 2, 2013	Mar 29, 2024
TIPTON, MARK, ALLEN	CHIEF FINANCIAL OFFICER	Na	yes	01/2018	Mar 30, 2018	Mar 29, 2024
TRILINC GLOBAL, LLC	MANAGING MEMBER	E	yes	04/2012	Jan 2, 2013	Mar 29, 2024
VAN NORMAN, BRENT, LEE	President	Na	yes	10/2013	Oct 14, 2015	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TRILINC GLOBAL ADVISORS, LLC	n/a	Asset manager	$182M	N	yes	n/a
TRILINC ADVISORS INTERNATIONAL, LTD.	n/a	n/a	n/a	Y	no	n/a
TRILINC GLOBAL ADVISORS INTERNATIONAL, LTD.	n/a	n/a	n/a	N	yes	n/a
TRILINC GLOBAL SUSTAINABLE INCOME FUND LUXEMBOURG GP SARL	n/a	n/a	n/a	Y	no	n/a
TRILINC GLOBAL, LLC	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$283M	$283M	19	8	0	n/a	n/a
2024	Mar 31, 2025	$286M	$286M	24	11	0	n/a	n/a
2023	Mar 29, 2024	$279M	$279M	32	14	0	n/a	n/a
2022	Mar 31, 2023	$320M	$320M	44	16	0	n/a	n/a
2021	Mar 31, 2022	$350M	$350M	47	15	0	n/a	n/a
2020	Mar 31, 2021	$370M	$370M	44	15	0	n/a	n/a
2019	Mar 30, 2020	$387M	$387M	45	16	0	n/a	n/a
2018	Mar 29, 2019	$409M	$409M	38	11	0	n/a	n/a
2017	Mar 30, 2018	$358M	$358M	30	12	0	n/a	n/a
2016	Mar 30, 2017	$251M	$251M	25	10	n/a	n/a	n/a
2015	Mar 29, 2016	$159M	$159M	20	10	n/a	n/a	n/a
2012	Apr 1, 2013	n/a	n/a	10	5	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$283M	$286M	-1.0%	$320M	-4.0%	19	24	0	0

Relationships

Affiliated with (2)

→ TRILINC GLOBAL ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← TRILINC GLOBAL ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← TIPTON, MARK, ALLENOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2018 to Mar 29, 2024factForm ADV
← NELUND, GLORIA, SUEOwnerMANAGING MEMBER, ownership code C, individual
Jan 2, 2013 to Mar 29, 2024factForm ADV
← HALL, SCOTT, THOMASOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Dec 20, 2018 to Mar 29, 2024factForm ADV
← SANFORD, PAUL, ROBERTOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 2, 2013 to Mar 29, 2024factForm ADV
← VAN NORMAN, BRENT, LEEOwnerPRESIDENT, ownership code NA, individual
Oct 14, 2015 to Mar 29, 2024factForm ADV
← TRILINC GLOBAL, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jan 2, 2013 to Mar 29, 2024factForm ADV

Dated events

Occurred
Aug 1, 2019
Control person left
Kenneth Jaffe (Member) no longer on Schedule A of Trilinc Advisors, Llc (listed 2019-03-29, absent 2019-08-01)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2019
Control person left
Mario Garcia (Sole Shareholder) no longer on Schedule A of Trilinc Advisors, Llc (listed 2019-03-29, absent 2019-08-01)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2019
Control person left
Michael Dennis Mcdaniel (Member) no longer on Schedule A of Trilinc Advisors, Llc (listed 2019-03-29, absent 2019-08-01)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2019
Control person left
James Patrick Miller (Member) no longer on Schedule A of Trilinc Advisors, Llc (listed 2019-03-29, absent 2019-08-01)
Form ADVobserved 5 days ago
Occurred
Jan 2, 2013
First Form ADV filing
Trilinc Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1ebc402-5454-ce1c-8a1d-6282ce5acb1c
First observed: Jan 2, 2013
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

TRILINC ADVISORS, LLC

CRD 166194

MANHATTAN BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c1ebc402-5454-ce1c-8a1d-6282ce5acb1c

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HALL, SCOTT, THOMAS

CHIEF OPERATING OFFICER

yes

08/2018

Dec 20, 2018

Mar 29, 2024

NELUND, GLORIA, SUE

MANAGING MEMBER

yes

01/2009

Jan 2, 2013

Mar 29, 2024

NELUND, GLORIA, SUE

CHAIRMAN, CHIEF EXECUTIVE OFFICER

yes

04/2012

Jan 2, 2013

Mar 29, 2024

SANFORD, PAUL, ROBERT

CHIEF INVESTMENT OFFICER

yes

04/2012

Jan 2, 2013

Mar 29, 2024

TIPTON, MARK, ALLEN

CHIEF FINANCIAL OFFICER

yes

01/2018

Mar 30, 2018

Mar 29, 2024

TRILINC GLOBAL, LLC

MANAGING MEMBER

yes

04/2012

Jan 2, 2013

Mar 29, 2024

VAN NORMAN, BRENT, LEE

President

yes

10/2013

Oct 14, 2015

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TRILINC GLOBAL ADVISORS, LLC

n/a

Asset manager

$182M

yes

n/a

TRILINC ADVISORS INTERNATIONAL, LTD.

n/a

TRILINC GLOBAL ADVISORS INTERNATIONAL, LTD.

n/a

yes

n/a

TRILINC GLOBAL SUSTAINABLE INCOME FUND LUXEMBOURG GP SARL

n/a

TRILINC GLOBAL, LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$283M

n/a

2024

Mar 31, 2025

$286M

n/a

2023

Mar 29, 2024

$279M

n/a

2022

Mar 31, 2023

$320M

n/a

2021

Mar 31, 2022

$350M

n/a

2020

Mar 31, 2021

$370M

n/a

2019

Mar 30, 2020

$387M

n/a

2018

Mar 29, 2019

$409M

n/a

2017

Mar 30, 2018

$358M

n/a

2016

Mar 30, 2017

$251M

n/a

2015

Mar 29, 2016

$159M

n/a

2012

Apr 1, 2013

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$283M

$286M

-1.0%

$320M

-4.0%