TRIPLEPOINT ADVISERS LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$435M
Accounts
3
Employees
72
Advisory reps
4

Firm details

Headquarters
MENLO PARK, California
CRD number
168948
Registered since
March 14, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies94.68%
  • Pooled Investment Vehicles5.32%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Triplepoint Advisers LLC is a SEC‑registered hedge fund manager organized as a limited liability company and operating since 2014. The firm focuses on institutional clients and provides portfolio management for investment companies and pooled investment vehicles. It also conducts CPO/CTA activities and serves as sponsor, general partner, or managing member of pooled vehicles, indicating direct involvement in forming and operating private funds. Its fee model combines a percentage of assets under management with performance‑based fees. Triplepoint is not identified as an active ESG investor, and it is neither a multi‑state nor a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • JAMES LABE

    CEO & Co-FounderCRD 6264803

  • SAJAL SRIVASTAVA

    Co-Founder and Co-CEOCRD 2789451

  • Michael Wilhelms

    Chief Financial OfficerCRD 6617809

Unlock 1 more executives

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2765 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth