Investment firm exceeds equity raising goals in its first year of operations
Feb. 17, 2016 | by Triloma
ORLANDO, Fla. (Feb. 17, 2016) – Triloma Securities (“Triloma”) announced today the results of its syndication activity in 2015. The firm, which commenced broker-dealer operations on April 23, 2015, surpassed its equity raising goals for the year in just over eight months.
In 2015, Triloma raised more than $117 million in equity in 12 offerings, marking one of the quickest sponsor launches in the alternative investment industry to-date. As part of its capital raising efforts, Triloma signed 57 selling agreements with 23 different retail broker-dealer firms throughout the year, with investment offerings in energy, seniors housing and land development.
“When we founded Triloma, our goal was to create a company where we could improve the lives of our investors, partners and associates,” said Larry Goff, chief executive officer of Triloma Securities. “As we look back at an extraordinary first year for our firm, we have exceeded that goal. We are also proud to have three outstanding investment partners, and to have added to our team some of the brightest and most experienced professionals in our industry.”
In the last year, Triloma and its affiliate, Triloma Financial Group, have grown from 9 to 46 associates. These associates include industry veterans who average 15 years of experience in the investment industry. To accommodate this strategic growth, the company relocated to a larger office in Winter Park, Florida.
Plans for continued growth in 2016 are well underway, as Triloma prepares to expand its presence in the broker-dealer community.
Triloma Financial Group is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and impeccable service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit www.triloma.com.
Triloma Media Contact
Findsome & Winmore
This press release is not an offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted.
This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma, EIG and the Funds assume no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances.
Triloma Securities, LLC, member FINRA/SIPC, is a wholly-owned subsidiary of Triloma Financial Group.
The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.