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| TriArtisan Capital Advisors LLC
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| |
|---|---|
| CRD # | 324138 |
| SEC # | 801-127084 |
| CIK # | |
| AUM | $1.0 BB (2024-03-28) |
| Employees | 9 (67% Investors, 56% Brokers) |
| Phone | 212-609-0620 |
| Address | 445 Park Avenue New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | TriArtisan Dandy Partners LLC | [2022-11-21] | 5.7 | 1.4 |
| PE | TriArtisan PFC Partners LLC | [2022-11-21] | 37.2 | 118.2 |
| PE | TriArtisan SBE Partners LLC | [2022-03-30] | 6.6 | 8.9 |
| PE | TriArtisan Special Opportunities Fund I LP | [2022-03-30] | 28.8 | 13.1 |
| PE | TriArtisan ES Partners II LP | [2020-03-30] | 37.2 | 667.4 |
| PE | TriArtisan TGIF Partners LP | 2020-03-30 | 19.2 | |
| PE | TriArtisan ES Partners | [2019-04-01] | 123.4 | 118.4 |
| PE | TriArtisan Orlando Partners LLC | [2018-03-30] | 17.2 | 8.6 |
| PE | MJTA Associates III TGIF LLC | 2015-03-11 | 3.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 958.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 74.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 1,032.1 |
| By Discretionary | ||
| Discretionary | 11 | 1,032.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 1,032.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,032.1 | |
| Total | 11 | 1,032.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Gerald Cromack | 7 | ||
| Rohit Manocha | 7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sheridan CP LP
✚
|
IL | 1.0 |
|
ANZU Partners LLC
✚
|
FL | 1.0 |
|
Founders Circle Capital LLC
✚
|
CA | 1.0 |
|
Fidus Investment Advisors LLC
✚
|
IL | 1.0 |
|
TTCP Management Services LLC
✚
|
MN | 1.0 |
|
Gopher US Management Company LLC
✚
|
CA | 1.0 |
|
Beekman Investment Advisors LLC
✚
|
NY | 1.0 |
|
Orkila Management LLC
✚
|
NY | 1.0 |
|
Aquarian Holdings Management LLC
✚
|
NY | 1.0 |
|
Volt Investment Holdings LLC
✚
|
NY | 1.0 |