TRIGUARD MANAGEMENT LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 159472
- Registered since
- March 29, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Triguard Management LLC is a limited liability company that operates as a private equity fund adviser to institutional clients. The firm is SEC-registered (since 2012) and focuses on portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member capacities for its funds. Its compensation model combines a percentage-of-AUM fee with performance-based fees, and the firm identifies itself as an active ESG investor.
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
1 of 1ERIC BECKER
Principal and Chief Financial OfficerCRD 5089355
Contacts
3 of 3SEAN GESSAY
Vice PresidentCRD 4344154
Tammy Tang
CRD 8269728
Kimberly Cornelius
TrusteeCRD 8269678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 1400 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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