Trilinc Advisors, Llc
- Regulatory AUM
- $283M
- Discretionary
- $283M
- Clients
- 1
- Avg AUM / client
- $283M
- Accounts
- 1
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $283M | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nelund, Gloria, Sue | Managing Member | Jan 2009 (18y) | ≈ 18.75% – 50% via Trilinc Global, Llc | |
| Sanford, Paul, Robert | Chief Investment Officer | Apr 2012 (14y) | Less than 5% | |
| Van Norman, Brent, Lee | President | Oct 2013 (13y) | Less than 5% | |
| Tipton, Mark, Allen | Chief Financial Officer | Jan 2018 (9y) | Less than 5% | |
| Hall, Scott, Thomas | Chief Operating Officer | Aug 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Trilinc Global, Llc | Managing Member | Apr 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nelund, Gloria, Sue: 25% – 50% of Trilinc Global, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗