AMERICAN TRIPLE I, LLC

RIASEC RegisteredEst. 2022
Total AUM
$832M
Discretionary
$432M
52% of AUM
Avg account
$277M
Accounts
3
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
318463
Registered since
December 16, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles51.94%
  • Other Investment Advisers48.06%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

American Triple I, LLC is an SEC-registered limited liability company that operates as a private equity fund manager. The firm registered with the SEC in 2022 and targets institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it functions as a sponsor/GP and managing member of pooled vehicles rather than as a traditional capital allocator. The firm’s pricing reflects an active private-fund model: it charges both a percentage-of-AUM fee and performance-based fees. American Triple I reports that it is not an active ESG investor and is not a multistate adviser; its business focus is narrow and oriented toward managing and sponsoring private investment vehicles.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Theodore Jaeger

    Chief Compliance OfficerCRD 7891109

  • DAVID CIBRIAN

    Co-Founder, CEO & CIOCRD 7536750

Contacts

1 of 1
  • HENRY CISNEROS

    Chairman & Co-FounderCRD 5948414

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

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
405 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth