RIA Intel›Advisers›Connecticut›TRIATHLON PARTNERS LLC

TRIATHLON PARTNERS LLC

Advisory

CT

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in CT

#966

of 1,312 advisers by AUM

Average account

$1M

across 60 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$60M

Discretionary AUM$11M

Non-Discretionary AUM$49M

Discretionary %18.6%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

30 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

SOUNDVIEW CAPITAL MANAGEMENT CORPORATION

$60M

LASCAUX RESOURCE CAPITAL, LLC

$60M

GRAY OAK CAPITAL MANAGEMENT, LLC

$60M

SCHONFELD WESTON CAPITAL MANAGEMENT LLC

$60M

LUCEY INVESTMENT MANAGEMENT, LLC

$60M

GRAYSCALE ADVISORS, LLC

$61M

Get the full picture on TRIATHLON PARTNERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TRIATHLON PARTNERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans