TRITIUM PARTNERS
TRITIUM PARTNERS LLC Legal Name
Adviser information for TRITIUM PARTNERS last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 28 |
|---|---|
| Investment Advisory/Research | 26 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $1.7B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $1.7B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPORTFOLIO COMPANY MANAGEMENT SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based feesSEE SCHEDULE D - MISCELLANEOUS |
Identifiers
| SEC RIA File Number | 801-107407 |
|---|---|
| SEC ERA File Number | 801-107407 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173132 |
| Legal Entity Identifier | None |
Principal Office
1011 SOUTH CONGRESS AVE.SUITE 350
AUSTIN
TX
United States
Monday - Friday, 9 AM - 5 PM
Tel: 512-493-4100, Fax: None
Chief Compliance Officer
TERENCE BROWNE
MANAGING PARTNER & COO
1011 SOUTH CONGRESS AVE.
SUITE 350
AUSTIN
TX
United States
Tel:
512-493-4104
T******@******************M
(Full email address available in API data)
Industry Affiliates
| TRITIUM ATS CO-INVEST GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRITIUM I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRITIUM II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRITIUM III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TRITIUM ATS CO-INVEST LP | Private Equity Fund | $17.9M | $0.8M | 7 |
| TRITIUM I-A, LP | Private Equity Fund | $33.4M | $3.5M | 4 |
| TRITIUM I-B, LP | Private Equity Fund | $1.8M | $0.1M | 10 |
| TRITIUM I, LP | Private Equity Fund | $334.4M | $0.0M | 71 |
| TRITIUM II-A, LP | Private Equity Fund | $130.5M | $5.0M | 7 |
| TRITIUM II-B, LP | Private Equity Fund | $7.3M | $0.1M | 18 |
| TRITIUM II, LP | Private Equity Fund | $522.6M | $2.0M | 21 |
| TRITIUM III-A, LP | Private Equity Fund | $122.7M | $2.0M | 9 |
| TRITIUM III-B, LP | Private Equity Fund | $12.3M | $0.1M | 30 |
| TRITIUM III, LP | Private Equity Fund | $541.7M | $0.5M | 25 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SIEGEL, PHILIP, SANDOR | Individual | – | MANAGING PARTNER, MEMBER | 04/2013 | 25-50% |
| LACK, DAVID, ROBERT | Individual | – | MANAGING PARTNER, MEMBER | 04/2013 | 25-50% |
| BROWNE, TERENCE, FRANCIS | Individual | – | MANAGING PARTNER, CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | 01/2014 | < 5% |
| BOWMAN, MATTHEW, RYAN | Individual | – | MANAGING PARTNER, MEMBER | 08/2019 | 10-25% |