Triathlon Partners LLC

Overview

Triathlon Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients and institutional accounts, with a particular emphasis on financial planning and portfolio management for individuals and small businesses. Its advisory model includes discretionary and non-discretionary services, while the firm also operates as an insurance broker and maintains an industry affiliation with an insurance company. Fee arrangements are flexible: Triathlon Partners charges based on a percentage of assets under management, and also uses hourly and fixed-fee billing in certain engagements. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives