TRIPACIFIC CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2006
Total AUM
$12.3M
Discretionary
$12.3M
100% of AUM
Avg account
$12.3M
Accounts
1
Employees
10
Advisory reps
1

Firm details

Headquarters
IRVINE, California
CRD number
142121
Registered since
November 21, 2006
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • State / Municipal Government100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tripacific Capital Advisors, LLC is a limited liability company that focuses on portfolio management for institutional clients. Established in 2006, the firm operates primarily in the real estate sector, functioning as a real estate broker while also providing advisory services. The firm's investment strategy is characterized by a preference for real estate investments, aligning with their expertise in this area. Tripacific Capital Advisors is not classified as a capital allocator and does not engage in active ESG investing, which may appeal to clients with specific investment philosophies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Other 93%, Cash & Cash Equivalents 7%93%
  • Other93%
  • Cash & Cash Equivalents7%

Contacts

1 of 1
  • GEOFFREY FEARNS

    PresidentCRD 5060346

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

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
59 Peters Canyon Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth