TRIAXX ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2006
Total AUM
$26.1M
Discretionary
$26.1M
100% of AUM
Avg account
$8.7M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
137140
Registered since
January 26, 2006
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Triaxx Asset Management LLC is an SEC-registered investment adviser (registered in 2006) that serves institutional clients. The firm provides portfolio management for pooled investment vehicles and operates as a limited liability company with ownership reported as a combination of a domestic entity and an individual. Triaxx is not identified as a capital allocator and does not describe itself as an active ESG investor. Its fee structure is listed as "other" rather than a standard percentage-of-assets model.

Assets & Accounts

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

1 of 1
  • JASON BERLAND

    Chief Compliance OfficerCRD 8136343

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth