Trispan (USA) LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 305501
- Registered since
- July 22, 2020
- Website
- www.trispanllp.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trispan (USA) LLC is an SEC-registered limited liability company that operates as a private equity fund adviser focused on institutional clients. Registered in 2020, the firm provides portfolio management for pooled investment vehicles and functions as sponsor, general partner and managing member for those vehicles. Ownership is held by a mix of foreign-entity and individual stakeholders. Its fee arrangements span percentage-of-AUM, fixed fees, performance‑based fees and other structures. Trispan does not identify as an active ESG investor.
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 1
David Allan
Chief Financial Officer and Chief Operating OfficerCRD 7215838
Contacts
1 of 1
Elan Schultz
Founding PartnerCRD 1536575
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
- 152 W 57th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Investcorp Absolute Return Investments LLC
RIANew York, NY
Edge Principal Advisors, LLC
RIANew York, NY
Blackrock Realty Advisors Inc
RIANew York, NY
Overbrook Management Corporation
RIANew York, NY
Ellevest
RIANew York, NY
Orkila Management, LLC
RIANew York, NY