Tricon
Firm details
- Headquarters
- Toronto,
- CRD number
- 160558
- Registered since
- March 30, 2012
- Website
- triconresidential.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Alan O'brien
Executive Vice President & Chief Operating OfficerCRD 8126967
David Veneziano
Chief Legal OfficerCRD 6422288

Gary Berman
President, CEOCRD 2931767
Contacts
1 of 1
Wissam Francis
Executive Vice PresidentCRD 6122654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto, null
Location
Toronto, null
Headquartered in Toronto, null.
- Address
- 7 St Thomas St Suite 801
- Office locations
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