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Trendlogic Associates LLC (Greenwich)


Trendlogic Associates LLC is a large advisory firm based in Greenwich. It manages $25.35 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Connecticut.

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Trendlogic Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trendlogic Associates: assets under management

The assets under management (AUM) of Trendlogic Associates LLC is $25.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trendlogic Associates LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Paul Edwin Dean Shareholder 1 Jan 1988 50% - 75% 63229

Based in Greenwich

The principal office where Trendlogic Associates LLC performs its advisory services is located at 35 Mason Street, Greenwich, CT 06830 5433, 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 203-629-8705 or by fax 203-552-9156. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at trendlogic.com.


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