TRIATHLON PARTNERS LLC

TRIATHLON PARTNERS LLC is an SEC-registered investment adviser (CRD 329350). Regulatory assets under management: $60.1M.

Registration

• CRD: 329350
• Type: Registered investment adviser
• Phone: 203-970-1063
• Latest filing: 2026-07-29
• Regulatory AUM: $60.1M
• Discretionary AUM: $11.2M
• Non-discretionary AUM: $48.9M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329350 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search