Triaxx Asset Management LLC

RIASEC Registered
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
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Triaxx Asset Management LLC is an institutional registered investment adviser that serves a small number of institutional clients. The firm does not act as a capital allocator on its own balance sheet; instead, it appears to direct client capital to external managers. Triaxx is structured as a domestic entity with individual ownership and uses a non-standard fee arrangement (listed as "Other"). It is not positioned as an active ESG investor, multi-state adviser, or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jason Berland

    Chief Compliance OfficerCRD 8136343

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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