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CRD 147917
PALO ALTO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TRIANGLE PEAK PARTNERS III, LP | Hedge Fund | $134M | Jul 23, 2024 | 20 | Mar 27, 2019 | reported | 021-335451 |
| TRIANGLE PEAK PARTNERS II, LP | Hedge Fund | $106M | Jul 23, 2024 | 31 | Nov 5, 2012 | reported | 021-182656 |
| TRIANGLE PEAK PARTNERS GLOBAL ALLOCATION, LP | Hedge Fund | $48.1M | Mar 27, 2019 | 22 | Mar 27, 2012 | dropped | 021-122925 |
| TRIANGLE PEAK PARTNERS PRIVATE EQUITY, LP | Hedge Fund | $31.2M | Jul 23, 2024 | 23 | Mar 27, 2012 | reported | 021-119671 |
| TPP II ANNEX FUND, LP | Hedge Fund | $18.1M | Mar 23, 2020 | 52 | Mar 20, 2015 | dropped | 021-235988 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 1811 PESIKOFF MARITAL TRUST | LIMITED PARTNER | C | yes | 12/2015 | Mar 23, 2016 | Jul 23, 2024 |
| BILYEU, SCOTT, MICHAEL | CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER | Na | yes | 05/2008 | Mar 27, 2012 | Jul 23, 2024 |
| DEGROFF, DAIN, FLAGG | Trustee | F | yes | 10/2005 | Mar 27, 2012 | Jul 23, 2024 |
| DEGROFF, DAIN, FLAGG | CHIEF EXECUTIVE OFFICER | Na | yes | 05/2022 | Mar 27, 2012 | Jul 23, 2024 |
| DEGROFF/SCHNEIDER REVOCABLE TRUST | LIMITED PARTNER | F | yes | 12/2015 | Mar 23, 2016 | Jul 23, 2024 |
| Morgan, Christine, Rogers | Trustee | F | yes | 01/2006 | Mar 23, 2016 | Jul 23, 2024 |
| MORGAN, MICHAEL, CREIGHTON | Manager | F | yes | 05/2007 | Mar 27, 2012 | Jul 23, 2024 |
| MORGAN, MICHAEL, CREIGHTON | Trustee | F | yes | 01/2006 | Mar 27, 2012 | Jul 23, 2024 |
| MORGAN, MICHAEL, CREIGHTON | Chairman | Na | yes | 04/2008 | Mar 27, 2012 | Jul 23, 2024 |
| PESIKOFF, DAVID, LAURENCE | Trustee | F | yes | 07/2015 | Mar 27, 2012 | Jul 23, 2024 |
| PESIKOFF, DAVID, LAURENCE | PRESIDENT AND LIMITED PARTNER | B | yes | 04/2008 | Mar 27, 2012 | Jul 23, 2024 |
| PORTCULLIS GP, LLC | GENERAL PARTNER | F | yes | 04/2008 | Mar 27, 2012 | Jul 23, 2024 |
| PORTCULLIS HOLDINGS, INC. | LIMITED PARTNER | E | yes | 04/2008 | Mar 27, 2012 | Jul 23, 2024 |
| PORTCULLIS INVESTMENTS, LP | LIMITED PARTNER | C | yes | 04/2008 | Mar 27, 2012 | Jul 23, 2024 |
| Schneider, Jennifer, Lena | Trustee | F | yes | 10/2005 | Mar 23, 2016 | Jul 23, 2024 |
| THE COASTAL HACIENDA REVOCABLE TRUST | LIMITED PARTNER | C | yes | 12/2015 | Mar 23, 2016 | Jul 23, 2024 |
| TRIANGLE PEAK PARTNERS GP, LLC | GENERAL PARTNER | Na | yes | 04/2008 | Mar 27, 2012 | Jul 23, 2024 |
| DEGROFF/SCHNEIDER REVOCABLE TRUST | LIMITED PARTNER | B | no | 12/2015 | Mar 23, 2016 | Jul 23, 2024 |
| THE COASTAL HACIENDA REVOCABLE TRUST | LIMITED PARTNER | B | no | 12/2015 | Mar 23, 2016 | Jul 23, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PACIFIC GROVE | CA | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $272M | $272M | 5 | 4 | 4 | 3 | n/a |
| 2024 | Mar 27, 2025 | $313M | $313M | 6 | 4 | 5 | 3 | n/a |
| 2023 | Mar 27, 2024 | $317M | $317M | 7 | 5 | 6 | 3 | $271M |
| 2022 | Mar 24, 2023 | $308M | $308M | 7 | 5 | 6 | 3 | $257M |
| 2021 | Mar 23, 2022 | $396M | $396M | 7 | 5 | 6 | 3 | $320M |
| 2020 | Mar 23, 2021 | $316M | $316M | 8 | 6 | 2 | 3 | $185M |
| 2019 | Mar 23, 2020 | $443M | $443M | 10 | 6 | 2 | 4 | $233M |
| 2018 | Mar 27, 2019 | $559M | $559M | 10 | 6 | 2 | 5 | $332M |
| 2017 | Mar 28, 2018 | $462M | $462M | 11 | 6 | 3 | 4 | $356M |
| 2016 | Mar 23, 2017 | $477M | $477M | 13 | 7 | n/a | 4 | $328M |
| 2015 | Mar 23, 2016 | $492M | $492M | 12 | 7 | n/a | 4 | $319M |
| 2014 | Mar 20, 2015 | $496M | $496M | 11 | 6 | n/a | 4 | $309M |
| 2013 | Mar 25, 2014 | $508M | $508M | 10 | 5 | n/a | 3 | $320M |
| 2012 | Feb 28, 2013 | $516M | $516M | 10 | 5 | n/a | 3 | $253M |
| 2011 | Mar 27, 2012 | $305M | $305M | n/a | n/a | n/a | 2 | $287M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $272M | $313M | -13.0% | $308M | -4.1% | 5 | 6 | 4 | 5 |