Triathlon Partners LLC

Overview

Triathlon Partners LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional or small-business relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its business model combines advisory services with insurance brokerage capabilities, and the firm charges clients through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Investment activity skews toward pooled public vehicles rather than direct-stock strategies. The adviser is not positioned as a capital allocator or an active ESG investor, and it maintains mostly non-discretionary relationships, which suggests a counseling-oriented approach where clients retain trading authority or approve proposed implementations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices