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| Triangle Peak Partners LP
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|---|---|
| CRD # | 147917 |
| SEC # | 801-69591 |
| CIK # | 0001532600 |
| AUM | 271.9 M (2026-05-05) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 831-998-9540 |
| Address | 505 Hamilton Ave Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Teekay Corp | 7.4 | ||
| Kayne Anderson Energy Infrastructure Fund Inc | 1.4 | ||
| Weyerhaeuser Co | 0.7 | ||
| Rayonier Inc | 0.7 | ||
| British American Tobacco PLC | 0.3 | ||
| Altria Group Inc | 0.3 | ||
| Philip Morris International Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Triangle Peak Partners III LP | [2019-03-27] | 127.8 M | 128.8 M |
| Offered $300,000,000 · Filed 2019-03-22 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $172,239,130 · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | TPP II Annex Fund LP | [2015-03-20] | 112.4 M | 18.1 M |
| Offered $115,000,000 · Filed 2015-09-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $2,574,747 · Duration One year or less · Net Assets Decline to Disclose | ||||
| HF | Triangle Peak Partners II LP | [2012-11-05] | 160.0 M | 101.3 M |
| Offered $300,000,000 · Filed 2012-08-14 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining $139,965,667 · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Triangle Peak Partners Global Allocation LP | [2012-03-27] | 150.0 M | 48.1 M |
| Filed 2019-04-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Triangle Peak Partners Private Equity LP | [2012-03-27] | 8.4 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 271.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 271.9 |
| By Discretionary | ||
| Discretionary | 3 | 271.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 271.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.9 | |
| Total | 3 | 271.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Morgan | Director, Executive Officer | 44 | 7 | |
| David Pesikoff | Director, Executive Officer | 13 | 3 | |
| Dain Degroff | Director, Executive Officer | 9 | 2 | |
| Triangle Peak Partners II General Partner LLC | Director | 3 | 2 | |
| Tyler Peterson | Executive Officer | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001532600] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 1 |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
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