Triangle Peak Partners, LP is a large advisory firm based in Carmel. It manages $559.42 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.
Triangle Peak Partners provides portfolio management for pooled investment vehicles and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Triangle Peak Partners, LP is $559.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 144% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Triangle Peak Partners, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Triangle Peak Partners is pooled investment vehicles with 5 clients and $559.42 million of assets under management. Among the 6 most similar advisory firms, Triangle Peak Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $559.42 million for 5 clients. None of the firm’s clients are foreign persons or businesses.
Triangle Peak Partners also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $2,500,000.
The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Triangle Peak Partners, LP performs its advisory services is located at Carmel Plaza, Suite 305, Carmel, CA 93921 The mailing address of the firm is Po Box 3788, Carmel, CA 93921. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 831-998-9540 or by fax 831-622-0435. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at trianglepeakpartners.com.