Triloma Energy Advisors LLC (Winter Park)

Name: Triloma Energy Advisors LLC
Address: 201 North New York Avenue, Winter Park, FL, 32789
Telephone: 1-888-773-3526

Triloma Energy Advisors LLC is an investment adviser to an investment company based in Winter Park. It manages $44.39 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Florida.

Triloma Energy Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Triloma Energy Advisors: assets under management

The assets under management (AUM) of Triloma Energy Advisors LLC is $44.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1533% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Triloma Energy Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Deryck Alan Harmer serves?

The only and largest group of clients of Deryck Alan Harmer is investment companies with 2 clients and $44.39 million of assets under management. Among the 2 most similar advisory firms, Triloma Energy Advisors has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $44.39 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Triloma Energy Advisors doesn't advise any private funds.

Careers at Triloma Energy Advisors LLC

The company employs 14 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Deryck Alan Harmer has been acting as President since 1 Mar 2015. Michael Irvin Wood has served as the Chief Investment Officer since 1 Sep 2015. Sara Pennisi Searle joined the executive team most recently as the Deputy Of Compliance.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larry Eugene Goff	Ceo	1 Mar 2015	Other	1307435
Nickolai Sergeevich Dolya	Executive vice president	1 Mar 2015	Other	3017770
Triloma Financial Group Llc	Sole member	1 Mar 2015	75% - 100%	47-1562036
Deryck Alan Harmer	President	1 Mar 2015	Other	5653813
Eric Scott Nadeau	Chief financial officer	1 Mar 2015	Other	6493352
Barry Lynn Goff	Director	1 Mar 2015	Other	3142620
Hope Lynee Newsome	Chief compliance officer	1 Apr 2015	Other	3267142
Michael Irvin Wood	Chief investment officer	1 Sep 2015	Other	2955973
Elizabeth Strouse	Chief financial officer	1 Mar 2016	Other	47-3026947
Sara Pennisi Searle	Deputy of compliance	1 Jul 2017	Other	6380470

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Triloma Capital Llc	Llc member	1 Jan 2015	50% - 75%	45-3989962
Nickolai Sergeevich Dolya	Llc member	1 Jan 2015	Other	3017770
Nathan Paul Headrick	Llc member	1 Jan 2015	Other	3111713
Michael Andrew Blackburn	Llc member	1 Jan 2015	Other	4607924
Larry Eugene Goff	Llc member	1 Jan 2015	25% - 50%	1307435
Michael Irvin Wood	Llc member	1 Jan 2015	25% - 50%	2955973
Barry Lynn Goff	Llc member	1 Jan 2015	25% - 50%	3142620

Based in Winter Park

The principal office where Triloma Energy Advisors LLC performs its advisory services is located at 201 North New York Avenue, Winter Park, FL 32789, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-888-773-3526 or by fax 407-329-3745. The normal business hours are 9am - 6 pm on Monday - Friday. You can find more information about the New York firm at triloma.com.