Triplepoint Advisers LLC
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 168948
- Registered since
- March 14, 2014
- Website
- www.triplepointcapital.com
- 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
FINTRXOverview
Triplepoint Advisers LLC is a hedge-fund–classified, SEC‑registered investment adviser that focuses on institutional clients. The firm was registered with the SEC in 2014 and is organized as a limited liability company. Its business model combines direct portfolio management for pooled investment vehicles and investment companies with responsibilities typical of sponsors and general partners; it is also identified as a CPO/CTA. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm is not described as an active ESG investor, and it is not designated as a multistate adviser. Ownership is recorded as a combination of a domestic entity and an individual. Triplepoint does not present itself as a capital allocator in the sense of a manager-of-managers; its activities emphasize managing and sponsoring pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
3 of 4
Steven Levinson
Chief Compliance OfficerCRD 2768832

James Labe
CEO & Co-FounderCRD 6264803

Sajal Srivastava
Co-Founder and Co-CEOCRD 2789451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 2735 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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