Triatomic Capital

RIASEC RegisteredEst. 2021
Total AUM
$346M
Discretionary
$346M
100% of AUM
Avg account
$34.6M
Accounts
10
Employees
9
Advisory reps
5

Firm details

Headquarters
Palo Alto, California
CRD number
312408
Registered since
February 19, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Triatomic Capital is a privately organized investment manager operating as a limited partnership that serves institutional clients. The firm manages pooled investment vehicles and functions as sponsor and general partner on funds it controls. Its product mix spans private equity and hedge fund strategies alongside long-only public equity allocations. Compensation is a combination of asset-based fees and performance-linked fees, and the adviser reports offering portfolio management for pooled vehicles rather than individual retail advisory services. Triatomic is not positioned as an ESG-focused allocator and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

2 of 2
  • Martin Fawzy

    Chief Compliance OfficerCRD 4424481

  • Jeffrey Sauerhoff

    Chief Financial OfficerCRD 6050302

Contacts

3 of 3
  • Xiaotong Zhou

    Co-FounderCRD 6469025

  • Steven Hochberg

    Steven Hochberg

    General PartnerCRD 1487431

  • Jeffrey Huber

    Co-Founder & General PartnerCRD 7808777

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth