TRIANGLE PEAK PARTNERS, LP

RIASEC RegisteredEst. 2008
Total AUM
$272M
Discretionary
$272M
100% of AUM
Avg account
$90.6M
Accounts
3
Employees
5
Advisory reps
4

Firm details

Headquarters
PALO ALTO, California
CRD number
147917
Registered since
September 29, 2008
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Triangle Peak Partners, LP is a partnership-structured hedge fund that has been SEC-registered since 2008 and concentrates on managing pooled investment vehicles for institutional clients. The firm operates as a commodity pool operator / commodity trading advisor (CPO/CTA) and also serves as sponsor, general partner and managing member of pooled funds it runs. Its revenue model combines asset-based fees, fixed fees and performance-linked compensation, reflecting a traditional hedge fund incentive structure. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL MORGAN

    Chairman and Chief Executive OfficerCRD 5586030

  • ZACH KAUFMAN

    Chief Financial OfficerCRD 8058744

Contacts

2 of 2
  • DAVID PESIKOFF

    Co-Founding PartnerCRD 2797240

  • DAIN DEGROFF

    Co-Founding PartnerCRD 3102583

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
505 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth