TRIWEST CAPITAL PARTNERS
TRIWEST CAPITAL PARTNERS MANAGEMENT INC. Legal Name
Adviser information for TRIWEST CAPITAL PARTNERS 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-121041 |
|---|---|
| SEC ERA File Number | 802-121041 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312489 |
| Legal Entity Identifier | None |
Principal Office
4600, 400 - 3RD AVE SWCALGARY, ALBERTA
Canada
Monday - Friday, 8:00AM - 5:00PM
Tel: 403-225-1144, Fax: 403-225-3547
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| TRIWEST CAPITAL MANAGEMENT CORP | Other investment adviser, including financial planners |
| TRIWEST CAPITAL PARTNERS II (2003) INC,. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TRIWEST CAPITAL PARTNERS III (2007) INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TRIWEST CAPITAL PARTNERS IV (2011) INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TRIWEST CAPITAL PARTNERS V (2015) INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TRIWEST CAPITAL PARTNERS VI (2022) INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TRIWEST OPPORTUNITIES FUND MANITOBA INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TRIWEST PRIVATE CAPITAL INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TRIWEST CAPITAL PARNTERS VI (US), L.P. | Private Equity Fund | $0.0M | $10.0M | 4 |
| TRIWEST CAPITAL PARNTERS VI, L.P. | Private Equity Fund | $0.0M | $10.0M | 0 |
| TRIWEST CAPITAL PARTNERS IV (US),L.P. | Private Equity Fund | $13.7M | $10.0M | 5 |
| TRIWEST CAPITAL PARTNERS IV, L.P. | Private Equity Fund | $112.9M | $1.0M | 34 |
| TRIWEST CAPITAL PARTNERS V (US), L.P. | Private Equity Fund | $82.2M | $10.0M | 8 |
| TRIWEST CAPITAL PARTNERS V, L.P. | Private Equity Fund | $409.9M | $10.0M | 40 |
| TRIWEST OPPORTUNITIES FUND MANITOBA, L.P. | Private Equity Fund | $0.0M | $25.0M | 2 |
| TRIWEST PRIVATE CAPITAL GROWTH FUND, L.P. | Private Equity Fund | $161.1M | $1.0M | 61 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CARMETTO INVESTMENT CORP | Foreign Entity | – | SHAREHOLDER | 11/2018 | 10-25% |
| KINCHYLE HOLDINGS INC. | Foreign Entity | – | SHAREHOLDER | 11/2018 | 10-25% |
| 1062972 ALBERTA LTD. | Foreign Entity | – | SHAREHOLDER | 11/2018 | 10-25% |
| ESM INVESTMENTS LTD. | Foreign Entity | – | SHAREHOLDER | 11/2018 | 10-25% |
| RED DIAMOND INVESTMENT HOLDINGS CORP. | Foreign Entity | – | SHAREHOLDER | 11/2018 | 10-25% |
| 2324 HOLDINGS INC. | Foreign Entity | – | SHAREHOLDER | 11/2018 | 10-25% |
| DeLuca, Guido, Dino | Individual | – | SENIOR MANAGING DIRECTOR | 11/2015 | < 5% |
| MACBEAN, MICHAEL, F | Individual | – | SENIOR MANAGING DIRECTOR | 06/2011 | < 5% |
| BELFORD, JEFFREY, T | Individual | – | SENIOR MANAGING DIRECTOR | 06/2011 | < 5% |
| ROKOSH, JOSEPH, NORMAN | Individual | – | SENIOR MANAGING DIRECTOR | 06/2011 | < 5% |
| DANARD, CHAD, A | Individual | – | SENIOR MANAGING DIRECTOR | 03/2019 | < 5% |
| GILES, RYAN, W | Individual | – | SENIOR MANAGING DIRECTOR | 03/2019 | < 5% |
| SPENCER, JON, DAVID | Individual | – | MANAGING DIRECTOR | 12/2020 | < 5% |
| JACOBSON, LORNE, H | Individual | – | SENIOR MANAGING DIRECTOR | 06/2011 | < 5% |
| Adams, Reginald, Duncan | Individual | – | MANAGING DIRECTOR | 01/2023 | < 5% |
| Connolly, David, Christopher | Individual | – | MANAGING DIRECTOR | 12/2020 | < 5% |