Triton Pacific Healthcare Partners, LLC

RIASEC RegisteredEst. 2024
Total AUM
$380M
Discretionary
$380M
100% of AUM
Avg account
$75.9M
Accounts
5
Employees
5
Advisory reps
1

Firm details

Headquarters
San Juan Capastrano, California
CRD number
329737
Registered since
May 3, 2024
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Triton Pacific Healthcare Partners, LLC is an SEC-registered private equity fund manager organized as an LLC. The firm is positioned as a manager of pooled investment vehicles for institutional clients and is structured to act as sponsor, general partner and managing member of those vehicles; its reported affiliations also include a broker-dealer role. The firm charges a combination of fixed fees and performance-based fees and is not identified as an active ESG investor. It was registered with the SEC in 2024 and lists both domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Michael Carroll

    Chief Financial OfficerCRD 5282521

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Juan Capastrano, CA

Orange

Location

San Juan Capastrano, CA

Headquartered in San Juan Capastrano, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
31473 Rancho Viejo Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth