Tripacific Capital Advisors, LLC
Firm details
- Headquarters
- Irvine, California
- CRD number
- 142121
- Registered since
- November 21, 2006
- Website
- www.tripacificllc.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tripacific Capital Advisors, LLC is an SEC-registered institutional RIA formed in 2006 and organized as a limited liability company. The firm serves institutional clients — including businesses and pension plans — offering portfolio management and pension consulting alongside real estate brokerage activities. Its fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. Tripacific is not positioned as a multi-state adviser, does not self-identify as an active ESG investor, and is not listed as a capital allocator.
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
Asset composition
- Other93%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Geoffrey Fearns
PresidentCRD 5060346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Rockwealth Financial LLC
RIAIrvine, CA
Ingen Strategies, LLC
RIAIrvine, CA
LBG Advisor
RIAIrvine, CA
Honest Wealth LLC
RIAIrvine, CA
Capital Fluency
RIAIrvine, CA
Centerpoint Financial Management LLC
RIAIrvine, CA