Triartisan Capital Management LLC (White Plains)

Triartisan Capital Management LLC is a large advisory firm based in White Plains. It manages $210.06 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2019.

Triartisan Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Triartisan Capital Management: assets under management

The assets under management (AUM) of Triartisan Capital Management LLC is $210.06 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $210.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.01 million each.

Triartisan Capital Management has custody of $210.06 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Triartisan Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Triartisan Capital Management serves?

The only and largest group of clients of Triartisan Capital Management is pooled investment vehicles with 5 clients and $210.06 million of assets under management. Among the 11 most similar advisory firms, Triartisan Capital Management has the 5th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $210.06 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Triartisan Capital Management also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000.

Careers at Triartisan Capital Management LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Triartisan Holdings Inc.	Managing member	1 Jan 2002	75% - 100%	13-4174234
Rohit Nmn Manocha	Chief compliance officer, elected manager	1 Dec 2013	Other	1583152
Gerald Henry Cromack	Executive officer, elected manager	1 Dec 2013	Other	2427149

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Morgan Joseph Triartisan Group	Parent company	1 Dec 2010	75% - 100%	27-3855459

Based in White Plains

The principal office where Triartisan Capital Management LLC performs its advisory services is located at 445 Hamilton Avenue, White Plains, NY 10601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-607-6960 or by fax 914-607-6961. The normal business hours are 9am - 5pm on Monday - Friday.