Data / Investment advisers / New York / Triangle Investment Management, LLC
Triangle Investment Management, LLC, New York, NY: $172 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Triangle Investment Management, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $172 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 329567
- SEC file number
- 801-129382
- SEC status
- Approved, effective January 18, 2024
- Main office
- 1370 Avenue of the Americas 30th Floor, New York, NY 10019
- Phone
- (646) 346-8871
- Regulatory AUM
- $171,775,000 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $116,875,000
- Non discretionary AUM
- $54,900,000
- Accounts
- 3
- Employees
- 13, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 real estate funds
- Gross assets of private funds
- $143,400,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $143.4 million |
| Insurance companies | 1 | $28.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $171.8 million | March 13, 2026 |
| December 1, 2025 | $174 million | March 26, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| HMC Capital US | New York | $174.7 million | 4 | adviserinfo.sec.gov |
| Two Parks Capital LLC | New York | $174.6 million | 1 | adviserinfo.sec.gov |
| Unlimited | New York | $174.5 million | 1 | adviserinfo.sec.gov |
| Barington Companies Investors, LLC | New York | $172.9 million | 1 | adviserinfo.sec.gov |
| Steinberg Asset Management, LLC | New York | $172.2 million | Not listed | adviserinfo.sec.gov |
| White Hat Capital Partners LP | New York | $171.4 million | 4 | adviserinfo.sec.gov |
| Stillpoint Investments LP | New York | $169.8 million | 1 | adviserinfo.sec.gov |
| Delos Capital Management, LP | New York | $169.6 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Triangle Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.