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 limited partnership that manages pooled investment vehicles for institutional clients, combining private equity and hedge fund strategies with a liquid public equity sleeve. Registered with the SEC in 2021, the firm acts as sponsor, general partner and managing member of multiple pooled vehicles, running proprietary funds while also allocating to external managers. Its fee model—management fees tied to assets under management plus performance-based fees—reflects a typical alignment for multi-strategy managers that run both private funds and incentive-fee vehicles. Investment activity shows a blended approach: a meaningful private-fund footprint (largest allocation by fund assets) alongside actively managed equity positions and sector ETF exposure. The firm is not flagged as an active ESG investor and reports portfolio management specifically for pooled investment vehicles, which aligns with its role as a fund sponsor and allocator to third-party alternative managers.

Assets & Accounts

Public Holdings

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

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

    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