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TRIARTISAN CAPITAL ADVISORS LLC
CRD 324138 · SEC 801-127084
222 LAKEVIEW AVENUE, SUITE 800, WEST PALM BEACH, FL, 33401, United States
Phone
(561) 295-3485
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.56B
Discretionary AUM
$1.56B
Team
7 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; SEE SCHEDULE D MISCELLANEOUS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $1.51B |
| Corporations/business entities | 2 | $49.1M |
States served
DE, FL
All web addresses on file
Official SEC filing: View on IAPD