TRIARTISAN CAPITAL ADVISORS LLC
Adviser information for TRIARTISAN CAPITAL ADVISORS LLC last updated from Form ADV on March 28th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 5 |
| 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 | 11 | $1.0B |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $1.0B |
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 | 9 | $958.2M |
| 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 | 2 | $74.0M |
| 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 management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based feesMONITORING FEES FROM PORTFOLIO COMPANIES. |
Identifiers
| SEC RIA File Number | 801-127084 |
|---|---|
| SEC ERA File Number | 801-127084 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324138 |
| Legal Entity Identifier | None |
Principal Office
445 PARK AVENUE17TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 TO 6:00
Tel: (212) 609-0620, Fax: None
Websites
Chief Compliance Officer
ASHLEY LATOURELLE
40 EXCHANGE PLACE
SUITE 402
NEW YORK
NY
United States
Tel:
609-304-6161
A**********@******************M
(Full email address available in API data)
Industry Affiliates
| TRARTISAN CAPITAL ADVISORS | Sponsor, GP, manager of pooled investment vehicles |
| TRIARTISAN CAPITAL ADVISORS | Sponsor, GP, manager of pooled investment vehicles |
| TRIARTISAN CAPITAL ADVISORS | Sponsor, GP, manager of pooled investment vehicles |
| TRIARTISAN CAPITAL ADVISORS | Sponsor, GP, manager of pooled investment vehicles |
| TRIARTISAN CAPITAL ADVISORS LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRIARTISAN CAPITAL ADVISORS LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRIARTISAN ORLANDO MM LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MJTA ASSOCIATES III TGIF LLC | Private Equity Fund | $3.0M | $1.0M | 24 |
| TRIARTISAN DANDY PARTNERS LLC | Private Equity Fund | $1.4M | $1.0M | 7 |
| TRIARTISAN ES PARTNERS | Private Equity Fund | $118.4M | $1.0M | 31 |
| TRIARTISAN ES PARTNERS II LP | Private Equity Fund | $667.4M | $1.0M | 23 |
| TRIARTISAN ORLANDO PARTNERS LLC | Private Equity Fund | $8.6M | $1.0M | 38 |
| TRIARTISAN PFC PARTNERS LLC | Private Equity Fund | $118.2M | $1.0M | 83 |
| TRIARTISAN SBE PARTNERS LLC | Private Equity Fund | $8.9M | $1.0M | 29 |
| TRIARTISAN SPECIAL OPPORTUNITIES FUND I LP | Private Equity Fund | $13.1M | $1.0M | 28 |
| TRIARTISAN TGIF PARTNERS LP | Private Equity Fund | $19.2M | $1.0M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MANOCHA, ROHIT | Individual | – | CO-FOUNDER, MANAGING DIRECTOR | 09/2016 | 50-75% |
| CROMACK, GERALD, HENRY | Individual | – | CO-FOUNDER, MANAGING DIRECTOR | 09/2016 | 50-75% |
| Latourelle, Ashley, Paige | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2022 | < 5% |