# TRI-AD CAPITAL MANAGEMENT I, LLC

TRI-AD CAPITAL MANAGEMENT I, LLC of ESCONDIDO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 324364
- Type: SEC-registered investment adviser
- SEC file number: 801-127335
- Location: 221 W. CREST ST., STE. 300, ESCONDIDO, CA, 92025
- Phone: 760-743-7555
- Latest filing: 2026-03-23
- Regulatory AUM: $619.0M
- Non-discretionary AUM: $619.0M
- Clients: 1
- Accounts: 55

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Hilarie Ann Aitken | CEO & PRESIDENT; SHAREHOLDER | — |
| Tina Davis Boyd | VICE PRESIDENT AND SECRETARY | — |
| Jennifer Thomas | CHIEF COMPLIANCE OFFICER | Hong Kong, K3 |
| Judy Ann Simons | CHIEF COMPLIANCE OFFICER | — |
| Simons Judy Ann | CHIEF COMPLIANCE OFFICER | — |
| Aitken Hilarie Ann | CEO & PRESIDENT; SHAREHOLDER | — |
| Boyd Tina Davis | VICE PRESIDENT AND SECRETARY | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| FRESNO | CA | 1 | 760-743-7555 |
| FRESNO | CA | 1 | 760-743-7555 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324364/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324364/similar
- Related entities: https://search.stillhousedata.com/firm/324364/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324364

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.