TRIARTISAN CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$173M
Accounts
9
Employees
7
Advisory reps
3

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
324138
Registered since
January 3, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles96.85%
  • Corporations / Businesses3.15%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Triartisan Capital Advisors LLC is an SEC-registered investment adviser formed as an LLC that positions itself as a private equity manager for institutional clients. The firm serves as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for pooled funds and for business or institutional balance sheets. Its fee model combines a percentage-of-AUM management fee with performance-based compensation, consistent with private markets managers that take both management and carry. Triartisan does not identify as an active ESG investor and its activity is concentrated on private-market equity strategies rather than broad public-market advisory work. The firm’s mandates are discretionary and focused on private fund management rather than retail separately managed accounts. That structure points to a model that sources, structures and manages closed-end or pooled private equity vehicles on behalf of a small number of sizable institutional limited partners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • Ashley Latourelle

    Chief Compliance OfficerCRD 5315524

Contacts

2 of 2
  • GERALD CROMACK

    Co-Founder and Managing DirectorCRD 2427149

  • ROHIT MANOCHA

    Co-Founder and Managing DirectorCRD 1583152

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
222 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth