Triangle Peak Partners, LP
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 147917
- Registered since
- September 29, 2008
- Website
- www.trianglepeakpartners.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Triangle Peak Partners, LP is a partnership-structured hedge fund that has been SEC-registered since 2008 and concentrates on managing pooled investment vehicles for institutional clients. The firm operates as a commodity pool operator / commodity trading advisor (CPO/CTA) and also serves as sponsor, general partner and managing member of pooled funds it runs. Its revenue model combines asset-based fees, fixed fees and performance-linked compensation, reflecting a traditional hedge fund incentive structure. The firm does not identify as an active ESG investor.
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
2 of 2
Michael Morgan
Chairman and Chief Executive OfficerCRD 5586030
Zach Kaufman
Chief Financial OfficerCRD 8058744
Contacts
2 of 2David Pesikoff
Co-Founding PartnerCRD 2797240
Dain Degroff
Co-Founding PartnerCRD 3102583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 505 Hamilton Ave
- Time zone
- PT (UTC-8)
- Office locations
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