Triumph Alternatives LLC (Chicago)

Name: Triumph Alternatives LLC
Address: 141 W. Jackson Blvd, Chicago, IL, 60604
Telephone: 312-483-2214

Triumph Alternatives LLC is an investment adviser to an investment company based in Chicago. It manages $54 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2013.

Triumph Alternatives 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.

Triumph Alternatives: assets under management

The assets under management (AUM) of Triumph Alternatives LLC is $54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 409% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Triumph Alternatives LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Triumph Alternatives LLC

Robert Arthur Johnson has served as the Chief Investment Officer since 1 Jan 2013. John Kenneth Milne joined the executive team most recently as the Cio Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
1999 The Linda S. Matthews Revocable Trust U/T/D July 24	Member of limited liability company-adviser	1 Jul 1999	Other	xxx-xx-xxxx
Llc Camedo	Member of limited liability company- adviser	1 Apr 2009	Other	74-3048009
Paul Joseph Devitt	General counsel, member of manager	1 Jun 2012	Other	1956736
Llc Quiet Light Advisors	Manager	1 Jun 2012	Other	36-4360371
1999 The Linda S. Matthews Revocable Trust U/T/D July 24	Member	1 Sep 2012	Other	xxx-xx-xxxx
Llc Camedo	Member	1 Sep 2012	Other	74-3048009
Peter Paul Zeman	Member	1 Sep 2012	25% - 50%	6162023
Christina Rose Rowinski	Member	1 Sep 2012	25% - 50%	6162097
Stephen Henry Rowinski	Member	1 Sep 2012	25% - 50%	6162442
Inc. Marketdirection Analytics	Member	1 Sep 2012	Other	36-4494569
Linda Susan Matthews	Trustee of the linda s. matthews trust	1 Sep 2012	Other	6162219
Peter Zeman	Member of limited liablitlty company-adviser	1 Sep 2012	25% - 50%	6162023
Christina Rowinski	Member of limited liability company - adviser	1 Sep 2012	25% - 50%	6162097
Stephen Rowinski	Member of limited liability company-adviser	1 Sep 2012	25% - 50%	6162442
Christina Zeman	Member of limited liablity company-adviser	1 Sep 2012	25% - 50%	6162443
Christina Louise Zeman	Member	1 Sep 2012	25% - 50%	6162443
Giles Luke Korzenecki	Member of limited liablity company - adviser	1 Dec 2012	Other	1164325
Robert Arthur Johnson	Chief investment officer	1 Jan 2013	Other	4484136
Robert Christian Vear	Chief compliance officer	1 Feb 2013	Other	1578891
Giles Luke Korzenecki	Member	1 Sep 2013	Other	1164325
Lorrayne Rose Zeman Declaration Of Trust	Member	1 Jan 2014	Other	45-6563229
Peter Paul Zeman Declaration Of Trust	Member	1 Jan 2014	Other	27-6597715
Stephen John Luongo	Managing director-portfolio management	1 Feb 2014	Other	5419180
Llc Aequor Capital	Member	1 Jul 2014	Other	46-5018670
John Kenneth Milne	Cio - portfolio manager	1 Jan 2016	Other	4346064

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Peter Paul Zeman	Co-trustee of lorrayne rose zeman trust	1 Jan 1993	50% - 75%	xxx-xx-xxxx
Christina Rose Rowinski	Co-trustee of lorrayne rose zeman trust	1 Jan 1993	50% - 75%	xxx-xx-xxxx
Linda Susan Matthews	Trustee of linda matthews trust	1 Jul 1999	75% - 100%	6162219
Linda S Matthews	Trustee of the linda s matthews trust u/t/d july 24, 1999	1 Jul 1999	75% - 100%	6162219
Giles Luke Korzenecki	Shareholder	1 Dec 2001	75% - 100%	1164325
Craig Gordon Matthews	Member of camedo, llc	1 Jun 2002	50% - 75%	5497343
Scott Anson Studebacker	Member of camedo, llc	1 Jun 2002	25% - 50%	6163806
Craig G Matthews	Member of camedo, llc	1 Jun 2002	50% - 75%	5497343
Scott Studebacker	Member of camedo	1 Jun 2002	25% - 50%	6163806
Sharon M Korzenecki	Owner of marketdirection analytics, inc.	1 Jan 2013	75% - 100%	5780782
Sharon Murphy Korzenecki	Owner of marketdirection analytics, inc.	1 Jan 2013	75% - 100%	5780782
John Kenneth Milne	Member of aequor capital, llc	1 Feb 2014	50% - 75%	4346064

Based in Chicago

The principal office where Triumph Alternatives LLC performs its advisory services is located at 141 W. Jackson Blvd, Chicago, IL 60604 The mailing address of the firm is 316 Sixth Avenue, Lagrange, IL 60525. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-483-2214. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at futexfund.com.