Data / Investment advisers / California / Triton Pacific Healthcare Partners, LLC
Triton Pacific Healthcare Partners, LLC, San Juan Capistrano, CA: $380 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Triton Pacific Healthcare Partners, LLC is an SEC registered investment adviser with its main office in San Juan Capistrano, California and reports $380 million in regulatory assets under management in its Form ADV filed July 2, 2026. Its clients include pooled investment vehicles. It is paid through fixed fees and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 329737
- SEC file number
- 801-130209
- SEC status
- Approved, effective May 3, 2024
- Main office
- 31473 Rancho Viejo Road Suite 201, San Juan Capistrano, CA 92675
- Phone
- (949) 300-0999
- Regulatory AUM
- $379,622,227 in the Form ADV filed July 2, 2026
- Discretionary AUM
- $379,622,227
- Accounts
- 5
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, performance based fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $379,622,227
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 2, 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 | 5 | $379.6 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 | $379.6 million | March 30, 2026 |
| December 1, 2025 | $275.8 million | March 31, 2025 |
Other advisers in California
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vivo Capital, LLC | Palo Alto | $6.10 billion | 16 | adviserinfo.sec.gov |
| Snyder Capital Management LP | San Francisco | $6.09 billion | 2 | adviserinfo.sec.gov |
| KCM Investment Advisors | Greenbrae | $6.02 billion | Not listed | adviserinfo.sec.gov |
| Capital Research & Consulting LLC | Pasadena | $5.99 billion | Not listed | adviserinfo.sec.gov |
| Parallax Volatility Advisers, L.P. | San Francisco | $5.98 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Triton Pacific Healthcare Partners, 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.