Data / Investment advisers / California / Triangle Peak Partners, LP
Triangle Peak Partners, LP, Palo Alto, CA: $272 million AUM, SEC registered investment adviser
Triangle Peak Partners, LP is an SEC registered investment adviser with its main office in Palo Alto, California and reports $272 million in regulatory assets under management in its Form ADV filed May 5, 2026. Its clients include pooled investment vehicles and other investment advisers. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 147917
- SEC file number
- 801-69591
- SEC status
- Approved, effective September 29, 2008
- Main office
- 505 Hamilton Ave. Suite 300, Palo Alto, CA 94301
- Phone
- (831) 998-9540
- Website
- trianglepeakpartners.com
- Regulatory AUM
- $271,922,487 in the Form ADV filed May 5, 2026
- Discretionary AUM
- $271,922,487
- Accounts
- 3
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $238,558,166
- Other offices
- 4
- Umbrella registration
- 3 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 5, 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 | 3 | $271.9 million |
| Other investment advisers | 1 | Not listed |
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 | $271.9 million | March 30, 2026 |
| December 1, 2025 | $312.5 million | May 9, 2025 |
Other advisers in Palo Alto
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Olive Partners Management | Palo Alto | $465.2 million | 14 | adviserinfo.sec.gov |
| Lightspeed Faction | Palo Alto | $432.6 million | 4 | adviserinfo.sec.gov |
| Daiwa Capital Management Silicon Valley Inc. | Palo Alto | $376.4 million | Not listed | adviserinfo.sec.gov |
| Triatomic Capital | Palo Alto | $346.3 million | 8 | adviserinfo.sec.gov |
| Oceaniq Capital, LLC | Palo Alto | $334.2 million | 3 | adviserinfo.sec.gov |
| Connective Capital Management, LLC | Palo Alto | $230.1 million | 2 | adviserinfo.sec.gov |
| Branson Frank a Inc | Palo Alto | $223.2 million | Not listed | adviserinfo.sec.gov |
| CSC Upshot Ventures Management, LLC | Palo Alto | $218.5 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palo Alto, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving other investment advisers
- Advisers that manage private funds
- Triangle Peak Partners, LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.