Tri-Ad Capital Management I, LLC

Overview

Tri-Ad Capital Management I, LLC is an SEC-registered advisory firm organized as a limited liability company that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and offers pension consulting services, operating primarily on a nondiscretionary basis. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Tri-Ad does not identify as an active ESG investor and is not a multi-state adviser. Investment activity is concentrated in pooled public funds rather than direct-stock strategies or extensive private-market allocations. The advisory mandate emphasizes fund-based portfolios and consulting work for pension plans, with the firm acting more as an allocator and advisor than an active trader of individual equities on a discretionary basis.

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Location & Offices