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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

TRIARTISAN CAPITAL ADVISORS LLC

CRD 324138

WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:264e52c0-97fd-0a5b-fb14-abfbaa0fad46

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 2
Observed: Nov 21, 2022 to Mar 30, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Triartisan Capital Advisors LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Triartisan Capital Advisors LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.97 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 9
Individual clients: 0
High net worth clients: 0
Private funds: 7Schedule D 7.B(1)
Custody, client assets: $1.5B
SEC number: 801-127084
CRD: 324138
Filings on the tape: 12
First filed: Nov 21, 2022
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: triartisan.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TRIARTISAN ES PARTNERS II LP	Private Equity Fund	$667M	Apr 30, 2024	23	Mar 30, 2020	reported	021-334985
TRIARTISAN ES PARTNERS	Private Equity Fund	$118M	Apr 30, 2024	31	Apr 1, 2019	reported	021-335169
TRIARTISAN PFC PARTNERS LLC	Private Equity Fund	$118M	Apr 30, 2024	83	Nov 21, 2022	reported	021-334985
TRIARTISAN TGIF PARTNERS LP	Private Equity Fund	$19.2M	Apr 30, 2024	21	Mar 30, 2020	reported	n/a
TRIARTISAN SPECIAL OPPORTUNITIES FUND I LP	Private Equity Fund	$13.1M	Apr 30, 2024	28	Mar 30, 2022	reported	021-428997
TRIARTISAN SBE PARTNERS LLC	Private Equity Fund	$8.9M	Apr 30, 2024	29	Mar 30, 2022	reported	021-429897
TRIARTISAN ORLANDO PARTNERS LLC	Private Equity Fund	$8.6M	Apr 30, 2024	38	Mar 30, 2018	reported	021-309632
MJTA ASSOCIATES III TGIF LLC	Private Equity Fund	$3.0M	Apr 30, 2024	24	Mar 11, 2015	reported	n/a
TRIARTISAN DANDY PARTNERS LLC	Private Equity Fund	$1.4M	Apr 30, 2024	7	Nov 21, 2022	reported	021-444395

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CROMACK, GERALD, HENRY	CO-FOUNDER, MANAGING DIRECTOR	D	yes	09/2016	Nov 21, 2022	Apr 30, 2024
Latourelle, Ashley, Paige	CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Nov 21, 2022	Apr 30, 2024
MANOCHA, ROHIT	CO-FOUNDER, MANAGING DIRECTOR	D	yes	09/2016	Nov 21, 2022	Apr 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TRIARTISAN DANDY MM LLC	n/a	n/a	n/a	Y	yes	n/a
TRIARTISAN ES MM LLC	n/a	n/a	n/a	Y	yes	n/a
TRIARTISAN ORLANDO MM LLC	n/a	n/a	n/a	Y	yes	n/a
TRIARTISAN PFC MM LLC	n/a	n/a	n/a	Y	yes	n/a
TRIARTISAN SBE MM LLC	n/a	n/a	n/a	Y	yes	n/a
TRIARTISAN SOF GP LLC	n/a	n/a	n/a	Y	yes	n/a
TRIARTISAN TGIF MM LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$1.6B	$1.6B	7	6	7	n/a
2023	Mar 28, 2024	$1.0B	$1.0B	9	6	9	$958M
2022	Mar 15, 2023	$843M	$843M	8	6	9	$1.2B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	n/a	n/a	$843M	22.7%	7	n/a	0	n/a

Relationships

Advises (9)

→ TRIARTISAN ORLANDO PARTNERS LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ TRIARTISAN SPECIAL OPPORTUNITIES FUND I LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ TRIARTISAN ES PARTNERS II LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ TRIARTISAN DANDY PARTNERS LLCPrivate fundPrivate Equity Fund, IA
Nov 21, 2022 to presentfactForm ADV
→ TRIARTISAN ES PARTNERSPrivate fundPrivate Equity Fund, IA
Apr 1, 2019 to presentfactForm ADV
→ TRIARTISAN SBE PARTNERS LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ MJTA ASSOCIATES III TGIF LLCPrivate fundPrivate Equity Fund, IA
Mar 11, 2015 to presentfactForm ADV
→ TRIARTISAN TGIF PARTNERS LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ TRIARTISAN PFC PARTNERS LLCPrivate fundPrivate Equity Fund, IA
Nov 21, 2022 to presentfactForm ADV

Controls (3)

← MANOCHA, ROHITOwnerCO-FOUNDER, MANAGING DIRECTOR, ownership code D, individual
Nov 21, 2022 to Apr 30, 2024factForm ADV
← CROMACK, GERALD, HENRYOwnerCO-FOUNDER, MANAGING DIRECTOR, ownership code D, individual
Nov 21, 2022 to Apr 30, 2024factForm ADV
← Latourelle, Ashley, PaigeOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 21, 2022 to Apr 30, 2024factForm ADV

Dated events

Occurred
Mar 15, 2023
Control person left
G Michael Benwitt (General Counsel And Chief Operating Officer, Cowen Investment Management) no longer on Schedule A of Triartisan Capital Advisors Llc (listed 2022-12-19, absent 2023-03-15)
Form ADVobserved 5 days ago
Occurred
Mar 15, 2023
Control person left
David James Ryan (Chief Financial Officer, Cowen Investment Management Llc) no longer on Schedule A of Triartisan Capital Advisors Llc (listed 2022-12-19, absent 2023-03-15)
Form ADVobserved 5 days ago
Occurred
Nov 21, 2022
First Form ADV filing
Triartisan Capital Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:264e52c0-97fd-0a5b-fb14-abfbaa0fad46
First observed: Nov 21, 2022
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRIARTISAN CAPITAL ADVISORS LLC

CRD 324138

WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:264e52c0-97fd-0a5b-fb14-abfbaa0fad46

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TRIARTISAN ES PARTNERS II LP

Private Equity Fund

$667M

Apr 30, 2024

Mar 30, 2020

reported

021-334985

TRIARTISAN ES PARTNERS

Private Equity Fund

$118M

Apr 30, 2024

Apr 1, 2019

reported

021-335169

TRIARTISAN PFC PARTNERS LLC

Private Equity Fund

$118M

Apr 30, 2024

Nov 21, 2022

reported

021-334985

TRIARTISAN TGIF PARTNERS LP

Private Equity Fund

$19.2M

Apr 30, 2024

Mar 30, 2020

reported

n/a

TRIARTISAN SPECIAL OPPORTUNITIES FUND I LP

Private Equity Fund

$13.1M

Apr 30, 2024

Mar 30, 2022

reported

021-428997

TRIARTISAN SBE PARTNERS LLC

Private Equity Fund

$8.9M

Apr 30, 2024

Mar 30, 2022

reported

021-429897

TRIARTISAN ORLANDO PARTNERS LLC

Private Equity Fund

$8.6M

Apr 30, 2024

Mar 30, 2018

reported

021-309632

MJTA ASSOCIATES III TGIF LLC

Private Equity Fund

$3.0M

Apr 30, 2024

Mar 11, 2015

reported

n/a

TRIARTISAN DANDY PARTNERS LLC

Private Equity Fund

$1.4M

Apr 30, 2024

Nov 21, 2022

reported

021-444395

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CROMACK, GERALD, HENRY

CO-FOUNDER, MANAGING DIRECTOR

yes

09/2016

Nov 21, 2022

Apr 30, 2024

Latourelle, Ashley, Paige

CHIEF COMPLIANCE OFFICER

yes

07/2022

Nov 21, 2022

Apr 30, 2024

MANOCHA, ROHIT

CO-FOUNDER, MANAGING DIRECTOR

yes

09/2016

Nov 21, 2022

Apr 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TRIARTISAN DANDY MM LLC

n/a

yes

n/a

TRIARTISAN ES MM LLC

n/a

yes

n/a

TRIARTISAN ORLANDO MM LLC

n/a

yes

n/a

TRIARTISAN PFC MM LLC

n/a

yes

n/a

TRIARTISAN SBE MM LLC

n/a

yes

n/a

TRIARTISAN SOF GP LLC

n/a

yes

n/a

TRIARTISAN TGIF MM LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.6B

n/a

2023

Mar 28, 2024

$1.0B

$958M

2022

Mar 15, 2023

$843M

$1.2B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

n/a

$843M

22.7%

n/a