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TRI LOCUM PARTNERS LP

CRD 309678 · SEC 801-119074

Advisory firmLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

287 PARK AVENUE SOUTH, NEW YORK, NY, 10010, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.09B

Discretionary AUM

$1.09B

Team

8 total employees; 6 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-04-06

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles7$699.9M
Sovereign wealth funds1$389.0M

Official SEC filing: View on IAPD