TRIANGLE INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$172M
Discretionary
$117M
68% of AUM
Avg account
$57.3M
Accounts
3
Employees
13
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
329567
Registered since
January 18, 2024
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles83.48%
  • Insurance Companies16.52%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Triangle Investment Management, LLC is an institutional-focused adviser organized as a limited liability company that centers its activity on real estate pooled vehicles. The firm acts as sponsor, general partner and managing member on pooled investment vehicles and provides portfolio management for pooled funds and for businesses or institutions. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees, reflecting an alignment toward both asset growth and realized returns. Investment emphasis sits squarely in real estate, with the firm running multiple private real estate vehicles. Triangle Investment Management, LLC also pursues exposure across related and complementary areas — including public real estate securities — while integrating ESG considerations into its investment process. The firm is structured to take active roles in the funds it manages, which suggests a hands-on approach to asset selection, capital deployment and ongoing asset management.

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

Asset composition

Asset composition: Other 81%, Cash & Cash Equivalents 19%81%
  • Other81%
  • Cash & Cash Equivalents19%

Owners & executives

1 of 1
  • JOSEPH ARYEH

    Chief Financial OfficerCRD 2845173

Contacts

3 of 4
  • VICTOR AZRAK

    PartnerCRD 7248678

  • MICHAEL PINEWSKI

    PrincipalCRD 7248674

  • DAVID AZAR

    PartnerCRD 7248677

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
1370 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth