Trispan (USA) LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$56.3M
Accounts
20
Employees
11
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
305501
Registered since
July 22, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trispan (USA) LLC is an SEC-registered limited liability company that operates as a private equity fund adviser focused on institutional clients. Registered in 2020, the firm provides portfolio management for pooled investment vehicles and functions as sponsor, general partner and managing member for those vehicles. Ownership is held by a mix of foreign-entity and individual stakeholders. Its fee arrangements span percentage-of-AUM, fixed fees, performance‑based fees and other structures. Trispan does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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
  • David Allan

    David Allan

    Chief Financial Officer and Chief Operating OfficerCRD 7215838

Contacts

1 of 1
  • Elan Schultz

    Elan Schultz

    Founding PartnerCRD 1536575

Wealth teams

FINTRX

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
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth