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TRIGUARD MANAGEMENT LLC
CRD 159472 · SEC 801-73747
1400 NEWPORT CENTER DRIVE, SUITE 250, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 398-0005
Fax
(949) 398-0001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.88B
Discretionary AUM
$1.88B
Team
9 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $1.88B |
States served
AL, AZ, AR, CA, CO, LA, MI, OK, PA, TX, CT
All web addresses on file
Official SEC filing: View on IAPD