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KRILOGY FINANCIAL LLC

Business and Investment Profile

The KRILOGY FINANCIAL LLC is a privately held investment adviser that advises $5.2Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. KRILOGY FINANCIAL LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 205.89% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 17.56 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 275 N. LINDBERGH STE. 20, ST. LOUIS, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 103 employees comprised of 65 investment and 38 non-investment staff. The total number of Employees increased by 110.2% over the last 5-years.

Asset Profile

Their $5.2Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 143 other accounts. Assets of High Net Worth Individuals clients own $3.75Bn or 72.21% of Total Assets and Pension and Profit Sharing Plans-Private own $733.74mn or 14.12% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

KRILOGY FINANCIAL LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: KRILOGY FINANCIAL LLC

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Keywords: Krilogy Financial, Krilogy
Generated 2026-09-12T06:48:19.649066.  © 2026 Convergence.