Triaxx Asset Management LLC

RIASEC RegisteredEst. 2006
Total AUM
$26.1M
Discretionary
$26.1M
100% of AUM
Avg account
$8.7M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
137140
Registered since
January 26, 2006
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Triaxx Asset Management LLC is a small, SEC-registered institutional RIA organized as a limited liability company and first registered in 2006. The firm’s advisory mandate centers on portfolio management for pooled investment vehicles and its stated client base is institutional. Triaxx is not an active ESG investor, it does not operate as a multi-state adviser, and it does not identify as a capital allocator; its fee structure is listed more generically as “Other.” The firm is set up under a domestic entity/individual ownership model.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Jason Berland

    Chief Compliance OfficerCRD 8136343

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth