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| Happy Holidays!! thanks for using AUM13F!! |
| Trilogy Capital Inc
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| CRD # | 281597 |
| SEC # | 801-106922 |
| CIK # | 0001817259, 0001907929, 0001722512 |
| AUM | $2.6 B (2025-03-24) |
| Employees | 72 (100% Investors, 57% Brokers) |
| Phone | 714-843-9977 |
| Address | 2601 Main Street Irvine, CA 92614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001817259 0001907929 0001722512 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.0 | ||
| Trebia Acquisition Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,707 | 1.5 |
| (b) Individuals (high net worth individuals) | 515 | 0.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 288 | 0.3 |
| (h) Charitable organizations | 4 | 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 | 23 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,537 | 2.6 |
| By Discretionary | ||
| Discretionary | 8,369 | 2.4 |
| Non-Discretionary | 168 | 0.2 |
| Total | 8,537 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 8,537 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Smart for Life Inc | |
| Trilogy Capital Group, LLC | |
| Pham Judy | |
| Trilogy Capital LLC | |
| Mountain High Acquisitions Corp. | |
| Alchemy Capital LLC |
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