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| Triangle Peak Partners LP
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| |
|---|---|
| CRD # | 147917 |
| SEC # | 801-69591 |
| CIK # | 0001532600 |
| AUM | $316.6 MM (2024-07-23) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 831-998-9540 |
| Address | 505 Hamilton Ave Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Triangle Peak Partners III LP | [2019-03-27] | 127.8 | 133.7 |
| HF | TPP II Annex Fund LP | [2015-03-20] | 112.4 | 18.1 |
| HF | Triangle Peak Partners II LP | [2012-11-05] | 160.0 | 106.0 |
| HF | Triangle Peak Partners Global Allocation LP | [2012-03-27] | 150.0 | 48.1 |
| HF | Triangle Peak Partners Private Equity LP | [2012-03-27] | 31.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 316.6 |
| (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 | 0 | 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 | 316.6 |
| By Discretionary | ||
| Discretionary | 3 | 316.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 316.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.6 | |
| Total | 3 | 316.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Michael Morgan | 41 | ||
| David Pesikoff | 13 | ||
| Dain Degroff | 9 | ||
| Triangle Peak Partners II General Partner LLC | 3 | ||
| Tyler Peterson | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001532600] |
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