Triumph Alternatives LLC (Chicago)


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.