TRITIUM PARTNERS

RIASEC RegisteredEst. 2016
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$186M
Accounts
10
Employees
28
Advisory reps
4

Firm details

Headquarters
AUSTIN, Texas
CRD number
173132
Registered since
March 15, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tritium Partners is a limited liability company that operates as a private equity fund manager serving institutional clients. The firm is SEC-registered (since 2016) and reports advisory activity focused on portfolio management for pooled investment vehicles. Tritium functions as a sponsor and general partner/managing member of the pooled vehicles it runs, charging a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements). The firm identifies itself as an active ESG investor, indicating an integration of environmental, social or governance considerations into its investment process.

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
  • TERENCE BROWNE

    Managing Partner, CCO and COOCRD 4893263

Contacts

3 of 3
  • DAVID LACK

    Managing PartnerCRD 6401345

  • MATTHEW BOWMAN

    Managing PartnerCRD 4220144

  • PHILIP SIEGEL

    Managing PartnerCRD 6401185

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

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1011 S Congress Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth