TRIARTISAN CAPITAL ADVISORS LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 324138
- Registered since
- January 3, 2023
- Website
- www.triartisan.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles96.85%
- Corporations / Businesses3.15%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Triartisan Capital Advisors LLC is an SEC-registered investment adviser formed as an LLC that positions itself as a private equity manager for institutional clients. The firm serves as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for pooled funds and for business or institutional balance sheets. Its fee model combines a percentage-of-AUM management fee with performance-based compensation, consistent with private markets managers that take both management and carry. Triartisan does not identify as an active ESG investor and its activity is concentrated on private-market equity strategies rather than broad public-market advisory work. The firm’s mandates are discretionary and focused on private fund management rather than retail separately managed accounts. That structure points to a model that sources, structures and manages closed-end or pooled private equity vehicles on behalf of a small number of sizable institutional limited partners.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Owners & executives
1 of 1Ashley Latourelle
Chief Compliance OfficerCRD 5315524
Contacts
2 of 2GERALD CROMACK
Co-Founder and Managing DirectorCRD 2427149
ROHIT MANOCHA
Co-Founder and Managing DirectorCRD 1583152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 222 Lakeview Ave
- Time zone
- ET (UTC-5)
- Office locations
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