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| Transglobal Advisory LLC
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|
|---|---|
| CRD # | 168709 |
| SEC # | 801-129096 |
| CIK # | |
| AUM | $46.8 M (2025-07-31) |
| Employees | 25 (92% Investors, 72% Brokers) |
| Phone | 626-447-7888 |
| Address | 185 W Chestnut Ave Monrovia, CA 91016 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | TG Private Lending Fund | 2025-01-31 | 0.0 | |
| HF | Typhos Structured Alpha LP | 2023-10-24 | 2.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 24.1 |
| (b) Individuals (high net worth individuals) | 10 | 16.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 46.8 |
| By Discretionary | ||
| Discretionary | 226 | 46.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 226 | 46.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.0 | |
| United States Persons | 28.8 | |
| Total | 226 | 46.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SIMS Capital Management LLC
✚
|
WI | 0.1 |
|
Calixto Global Investors LP
✚
|
FL | 0.1 |
|
Springdale Capital LLC
✚
|
0.1 | |
|
OTG Asset Management Ltd
✚
|
0.1 | |
|
Silver Capital Management LLC
✚
|
0.0 | |
|
Hilbert 8 LLC
✚
|
NY | 0.0 |
|
Stevard LLC
✚
|
0.0 | |
|
Pricap Advisors LLC
✚
|
NY | 0.0 |
|
The Future Fund LLC
✚
|
IL | 0.0 |
|
Princeton Value Partners LLC
✚
|
NY | 0.0 |