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Triathlon Fund Management, LLC (Boston)


Triathlon Fund Management, LLC is a large advisory firm based in Boston. It manages $182.66 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Massachusetts and New York.

Triathlon Fund Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Triathlon Fund Management: assets under management

The assets under management (AUM) of Triathlon Fund Management, LLC is $182.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $182.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $91.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Triathlon Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Owen Patrick Hughes Member 1 Jan 2005 25% - 50% 3115723
Steven H. Shapiro Managing member 1 Jan 2005 75% - 100% 1435075

Based in Boston

The principal office where Triathlon Fund Management, LLC performs its advisory services is located at 125 Summer Street Suite 1860, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-737-9241. The normal business hours are 8am - 5pm on Monday - Friday.


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