# Trilogy Search Partners: portfolio, investments and team

> Trilogy Search Partners is a private equity based in United States. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/trilogy-search-partners (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Trilogy Search Partners

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Email

Unknown New fund $27M, Jul 2026 Private equity

Buyout SaaS Healthcare Healthcare IT

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Cheques on record

**No rounds observed yet** A limit of the sources we read, not a finding about the firm.

Pitch Trilogy Search Partners

## What they do

> We partner with exceptional entrepreneurs to acquire and operate great businesses. From their own website

- **Type:** Private equity
- **Cheque size:** Not stated
- **Stages:** Buyout
- **Sectors:** SaaS Healthcare Healthcare IT
- **Based in:** Bellevue, United States
- **Cold pitches:** Not stated

## The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. [Know a round it was in? Tell us](https://millionrounds.com/corrections?slug=trilogy-search-partners).

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **5 named**

AM **Aaron Michael Perrine** Managing Director / Managing Member i Form ADV

DR **Dylan Rebois** Director i Filing they signed

JL **Jay Logan Henniger** Chief Compliance Officer i Form ADV

MR **Mitchell Ross Cohen** Managing Director / Managing Member i Form ADV

SP **Scott Patrick Alderman** Managing Director / Managing Member i Form ADV

We also hold **22** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$317M** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** TSP Advisors, LLC
- **SEC number:** CRD 281758

Funds on its Form ADV

**3** private funds, **$158M** in gross assets · filed Apr 2024

- Trilogy Search Partners 2, L.P. *Private equity* 50 investors $94M
- Trilogy Search Partners, LLC *Private equity* 28 investors $44M
- Trilogy Search Partners 3, L.P. *Private equity* 75 investors $20M

## What they claim to have backed

From their own portfolio page (on their website)

**4** of 60 we have independently watched raise

[Fraxion](https://millionrounds.com/company/fraxion)[Oneshield](https://millionrounds.com/company/oneshield)[Upperhand](https://millionrounds.com/company/upper-hand)[Wayleadr](https://millionrounds.com/company/wayleadr) Aboundhealth Abs-inc Acesmonitoring Aircrewacademy Ascendsoftware Asi-group Bexrealty Botanicaldesigns Bridge Bsuinc Canyonlandsfund Castletirerecycling Ccd Cer Cittabrokerage Claritisoftware Criticalpathsecurity Crownhealthus Crystalpm Csw-wi Dragonflypondworks Drivesafecolorado Dynamicgrowth Ecp123 Emporos Endoscopymd Ennoblecare Ethosrisk Expensepoint Facilitiessurvey Falconambulance Fieldedge Fleetflo Getk3 Greenbacktaxservices Growth99 Intellatriage Isi-info Itpipes Kindbh Marketequip Meridiantitle Messagedigital Meternetusa Metsol Morningtrans Nuqleous Omaticsoftware Pandohomecare Performio Pfcla Precisionmed Premierworlddiscovery Pteverywhere Radetco Reliablepremium and 11 more

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

New fund on file

**$27M**

raised in Jul 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

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## Quick answers about Trilogy Search Partners

### What does Trilogy Search Partners invest in?

Trilogy Search Partners says it invests in SaaS, Healthcare and Healthcare IT.

### Is Trilogy Search Partners investing now?

No investments in the last 12 months.

### What kind of investor is Trilogy Search Partners?

Trilogy Search Partners is a private equity firm based in Bellevue, United States.

### How much does Trilogy Search Partners manage?

About $317M, as regulatory assets under management (Oct 2026).

### Has Trilogy Search Partners raised a new fund?

Its latest fund filing with the SEC was in Jul 2026, reporting $27M raised.

### When was Trilogy Search Partners founded?

Trilogy Search Partners was founded in 2015.

### Where does this information on Trilogy Search Partners come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=trilogy-search-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=trilogy-search-partners)