TRIAXIOM CAPITAL, LLC

RIASEC Registered
Total AUM
$7.8M
Discretionary
$7.8M
100% of AUM
Avg account
$3.9M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
298263
Custodians
ADM INVESTOR INC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles64.2%
  • Corporations / Businesses35.8%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Triaxiom Capital, LLC is a small hedge fund organized as a limited liability company that primarily serves institutional clients. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles and for businesses or institutional investors. Its compensation arrangements include a percentage-of-AUM component and performance-based fees, along with other fee elements. The firm is owned by an individual and is not positioned as a capital allocator or pension consultant. Triaxiom does not list itself as an active ESG investor.

Assets & Accounts

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

Asset composition

Asset composition: Derivatives 100%100%
  • Derivatives100%

Contacts

1 of 1
  • MATHEW LEE

    Managing PartnerCRD 4696530

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
201 Spear St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth