Triangle Peak Partners, LP
Triangle Peak Partners, LP is an SEC-registered asset manager in Palo Alto, CA with $271.9M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Triangle Peak Partners, LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147917, SEC 801-69591, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $271.9M (2026-05-05)
- Firm type
- Asset Manager
- Location
- Palo Alto, CA
- Employees
- 5
- Clients
- 3
- CRD
- 147917
- Ownership
- DEGROFF, DAIN, FLAGG; PORTCULLIS GP, LLC; PORTCULLIS HOLDINGS, INC.; MORGAN, MICHAEL, CREIGHTON; PESIKOFF, DAVID
How much AUM does Triangle Peak Partners, LP have?
Triangle Peak Partners, LP reported $271.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Triangle Peak Partners, LP?
Disclosed owners and executives of Triangle Peak Partners, LP include DEGROFF, DAIN, FLAGG, PORTCULLIS GP, LLC, PORTCULLIS HOLDINGS, INC., MORGAN, MICHAEL, CREIGHTON, PESIKOFF, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.