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| Keyboard |
| Trilogy Capital Inc
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|---|---|
| CRD # | 281597 |
| SEC # | 801-106922 |
| CIK # | 0001722512, 0001817259, 0001907929 |
| AUM | 3,210.0 M (2026-06-09) |
| Employees | 74 (100% Investors, 51% Brokers) |
| Phone | 949-221-8105 |
| Address | 2601 Main Street Irvine, CA 92614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,512 | 1.6 |
| (b) Individuals (high net worth individuals) | 546 | 1.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 305 | 0.6 |
| (h) Charitable organizations | 3 | 0.0 |
| (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 | 22 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18,988 | 3.2 |
| By Discretionary | ||
| Discretionary | 18,837 | 2.9 |
| Non-Discretionary | 151 | 0.3 |
| Total | 18,988 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 18,988 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001722512] | |
| 4 | [0001817259] | |
| 3 | [0001907929] | |
| 4 | [0001907929] | |
| SC 13D | [0001907929] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Trilogy Capital Group LLC | Smart for Life Inc | [2022-03-21] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 60 |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Smart for Life Inc | |
| Trilogy Capital Group LLC | |
| Pham Judy | |
| Alchemy Capital LLC | |
| Mountain High Acquisitions Corp | |
| Trilogy Capital LLC |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Smart for Life Inc SMFL
Common Stock
|
2022-12-16 | Sell | 1,161,000 | $0.26 | 301,860 |
|
Mountain High Acquisitions Corp MYHI
Common Stock
|
2020-05-13 | Other | 196,000,000 | ||
|
Mountain High Acquisitions Corp MYHI
Common Stock
|
2020-04-23 | Buy | 11,750,000 | $0.01 | 117,500 |
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