RIA Intel›Advisers›New York›TRIPOST CAPITAL PARTNERS LLC

TRIPOST CAPITAL PARTNERS LLC

Advisory

N·NEW YORK, NY

Data as of May 21, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+10.9%

3-Year CAGR

+27.3%

Employees

18

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.1B

Non-Discretionary AUM$391M

Discretionary %73%

Total Clients23

Team

Total Employees18

Investment Advisers24

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record12

First FilingJun 15, 2018

Latest FilingMay 21, 2026

🔒 Full AUM trend chart and 12 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRIPOST CAPITAL PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.