Tricon

RIASEC RegisteredEst. 2012
Total AUM
$152M
Discretionary
$152M
100% of AUM
Avg account
$16.9M
Accounts
9
Employees
141
Advisory reps
5

Firm details

Headquarters
Toronto,
CRD number
160558
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tricon operates as a corporate investment manager focused on pooled real estate vehicles and related alternative strategies. The firm is SEC-registered since 2012 and serves an institutional client base, acting as an adviser, sponsor and general partner or managing member for its funds. Its business model centers on portfolio management for pooled investment vehicles, and its fee structure combines a percentage-of-AUM management fee with performance-based fees that align manager compensation with fund returns. Ownership and regulatory filings indicate a cross-border ownership element (foreign entity alongside an individual owner). Tricon is organized and run as a real estate-focused fund manager rather than as a broad capital allocator; its activity profile shows concentrated work managing and sponsoring private pooled vehicles rather than providing retail advisory services or pension consulting.

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

3 of 4
  • Alan O'brien

    Executive Vice President & Chief Operating OfficerCRD 8126967

  • David Veneziano

    David Veneziano

    Chief Legal OfficerCRD 6422288

  • Gary Berman

    Gary Berman

    President, CEOCRD 2931767

Unlock 1 more executives

Contacts

1 of 1
  • Wissam Francis

    Wissam Francis

    Executive Vice PresidentCRD 6122654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Toronto, null

Location

Toronto, null

Headquartered in Toronto, null.

Address
7 St Thomas St Suite 801
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth