Triangle Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 13, 2026, reports $172M in regulatory assets under management, 13 employees, and 3 accounts.
Assets Under Management
$172M
Employees
13
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
1370 AVENUE OF THE AMERICAS, 30TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
2
2
Insurance Cos.
33.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 13, 2026
Discretionary68.0%
$117M
68% of total RAUM68.0%
Non-discretionary32.0%
$55M
32% of total RAUM32.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$172M
Total Accounts3
10Y AUM Change+$172M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee0:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.