Data / Investment advisers / California / Triplepoint Advisers LLC
Triplepoint Advisers LLC, Menlo Park, CA: $1.3 billion AUM, SEC registered investment adviser
Triplepoint Advisers LLC is an SEC registered investment adviser with its main office in Menlo Park, California and reports $1.3 billion in regulatory assets under management in its Form ADV filed August 10, 2026. Its clients include business development companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 168948
- SEC file number
- 801-78757
- SEC status
- Approved, effective March 14, 2014
- Main office
- 2735 Sand Hill Road 1st Floor, Menlo Park, CA 94025
- Phone
- (650) 854-2090
- Regulatory AUM
- $1,306,177,846 in the Form ADV filed August 10, 2026
- Discretionary AUM
- $1,306,177,846
- Accounts
- 3
- Employees
- 72, of which 22 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $69,456,857
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 10, 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 |
|---|---|---|
| Business development companies | 2 | $1.24 billion |
| Pooled investment vehicles | 1 | $69.5 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 | $1.31 billion | March 27, 2026 |
| December 1, 2025 | $1.29 billion | September 19, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| DC Global Ventures | Menlo Park | $2.73 billion | 8 | adviserinfo.sec.gov |
| Haun Ventures Management LP | Menlo Park | $2.49 billion | 5 | adviserinfo.sec.gov |
| Longitude Capital Management Co., LLC | Menlo Park | $2.44 billion | 6 | adviserinfo.sec.gov |
| Lyell Wealth Management LP | Menlo Park | $1.65 billion | Not listed | adviserinfo.sec.gov |
| Robinhood Asset Management | Menlo Park | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Sage Rhino Capital LLC | Menlo Park | $883.7 million | Not listed | adviserinfo.sec.gov |
| Nelson Capital Management, LLC | Menlo Park | $810.8 million | Not listed | adviserinfo.sec.gov |
| Solstein Capital, LLC | Menlo Park | $801.8 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving business development companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Triplepoint Advisers LLC 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.