Triton Pacific Adviser, LLC is an adviser based in Los Angeles. It manages $21.64 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Triton Pacific Adviser provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Triton Pacific Adviser, LLC is $21.64 million. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Triton Pacific Adviser, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and business development companies. The largest group of clients of Craig Jeffrey Faggen is business development companies with 1 clients and $17.57 million of assets under management. Among the 1 most similar advisory firms, Triton Pacific Adviser has the highest percentage of business development companies out of all clients.
The amount of regulatory assets under management is $21.64 million for 6 clients. None of the firm’s clients are foreign persons or businesses.
Triton Pacific Adviser also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $150,000.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Craig Jeffrey Faggen has been acting as President since 1 Apr 2011. Michael Louis Carroll joined the executive team most recently as the Chief Compliance Officer And Chief Financial Officer.
The principal office where Triton Pacific Adviser, LLC performs its advisory services is located at 6701 Center Drive West, Los Angeles, CA 90045, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-943-4990 or by fax 310-943-4995. The normal business hours are 9am-5pm on Monday - Friday.