Triaxx Asset Management LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jason Berland
Chief Compliance OfficerCRD 8136343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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