TRITON PACIFIC HEALTHCARE PARTNERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$380M
Discretionary
$380M
100% of AUM
Avg account
$75.9M
Accounts
5
Employees
5
Advisory reps
1

Firm details

Headquarters
SAN JUAN CAPASTRANO, California
CRD number
329737
Registered since
May 3, 2024
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Triton Pacific Healthcare Partners, LLC is a private equity manager organized as a limited liability company and registered with the SEC in 2024. The firm focuses on portfolio management for pooled investment vehicles and serves institutional clients. Its business model includes acting as sponsor, general partner, and managing member of pooled vehicles while also engaging in broker-dealer and sponsor activities tied to those vehicles. Fee arrangements combine fixed fees with performance-based compensation, and the firm does not identify as an active ESG investor. Ownership is split between a domestic entity and individual owners. Triton Pacific does not position itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • MICHAEL CARROLL

    Chief Financial OfficerCRD 5282521

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

SAN JUAN CAPASTRANO, CA

ORANGE

Location

SAN JUAN CAPASTRANO, CA

Headquartered in SAN JUAN CAPASTRANO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
31473 Rancho Viejo Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth