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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

TRITON PACIFIC HEALTHCARE PARTNERS, LLC

CRD 329737

SAN JUAN CAPISTRANO, CA

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:e1b34723-e774-5580-6e87-5ba85ca2108f

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 2
Observed: Apr 4, 2024 to Jul 2, 2026
6 observations

Across DFX

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

Private Equityidentity

Triton Pacific Healthcare Partners, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Triton Pacific Healthcare Partners, 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=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $380MItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $380M
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: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
Private funds: 4Schedule D 7.B(1)
SEC number: 801-130209
CRD: 329737
Filings on the tape: 6
First filed: Apr 4, 2024
Latest filed: Jul 2, 2026
Organised: Limited Liability Company, DE

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
FAGGEN FAMILY TRUST	Member	E	yes	10/2023	Apr 4, 2024	Aug 28, 2024
FAGGEN, CRAIG, JEFFREY	President	Na	yes	04/2011	Apr 4, 2024	Aug 28, 2024
CARROLL, MICHAEL, LOUIS	CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER	Na	no	06/2012	Apr 4, 2024	Aug 28, 2024
FAGGEN, CRAIG, JEFFREY	Beneficiary	E	no	10/2023	Apr 4, 2024	Aug 28, 2024
TRITON PACIFIC CAPITAL PARTNERS LLC	Shareholder	E	no	04/2011	Apr 4, 2024	Aug 28, 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
TPCP INVESTMENT IIIV, LLC	n/a	n/a	n/a	N	yes	n/a
TPCP INVESTMENT XIV, LLC	n/a	n/a	n/a	N	yes	n/a
TPCP INVESTMENT XXXIII, LLC	n/a	n/a	n/a	N	yes	n/a
TPCP INVESTMENT XXXVII, LLC	n/a	n/a	n/a	N	yes	n/a
TPCP INVESTMENT XXXVIII, LLC	n/a	n/a	n/a	N	yes	n/a
TRITON PACIFIC SECURITIES, LLC	n/a	n/a	n/a	N	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	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$380M	$380M	5	5	0	4	n/a
2024	Mar 31, 2025	$276M	$276M	4	4	0	6	n/a

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	$380M	$276M	37.6%	n/a	n/a	5	4	0	0

Relationships

Owns (3)

← FAGGEN, CRAIG, JEFFREYOwnerBENEFICIARY, ownership code E, individual
Apr 4, 2024 to Aug 28, 2024factForm ADV
← CARROLL, MICHAEL, LOUISOwnerCHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Apr 4, 2024 to Aug 28, 2024factForm ADV
← TRITON PACIFIC CAPITAL PARTNERS LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Apr 4, 2024 to Aug 28, 2024factForm ADV

Controls (2)

← FAGGEN, CRAIG, JEFFREYOwnerPRESIDENT, ownership code NA, individual
Apr 4, 2024 to Aug 28, 2024factForm ADV
← FAGGEN FAMILY TRUSTOwnerMEMBER, ownership code E, domestic entity
Apr 4, 2024 to Aug 28, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Triton Pacific Healthcare Partners, Llc reported RAUM $379.6M, up 38% from $275.8M (2025-03-31 to 2026-03-30)
Form ADVobserved 3 days ago
$104M
Occurred
Apr 4, 2024
First Form ADV filing
Triton Pacific Healthcare Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1b34723-e774-5580-6e87-5ba85ca2108f
First observed: Apr 4, 2024
Last observed: Jul 2, 2026 2 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.

TRITON PACIFIC HEALTHCARE PARTNERS, LLC

CRD 329737

SAN JUAN CAPISTRANO, CA

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:e1b34723-e774-5580-6e87-5ba85ca2108f

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:13 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FAGGEN FAMILY TRUST

Member

yes

10/2023

Apr 4, 2024

Aug 28, 2024

FAGGEN, CRAIG, JEFFREY

President

yes

04/2011

Apr 4, 2024

Aug 28, 2024

CARROLL, MICHAEL, LOUIS

CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER

06/2012

Apr 4, 2024

Aug 28, 2024

FAGGEN, CRAIG, JEFFREY

Beneficiary

10/2023

Apr 4, 2024

Aug 28, 2024

TRITON PACIFIC CAPITAL PARTNERS LLC

Shareholder

04/2011

Apr 4, 2024

Aug 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TPCP INVESTMENT IIIV, LLC

n/a

yes

n/a

TPCP INVESTMENT XIV, LLC

n/a

yes

n/a

TPCP INVESTMENT XXXIII, LLC

n/a

yes

n/a

TPCP INVESTMENT XXXVII, LLC

n/a

yes

n/a

TPCP INVESTMENT XXXVIII, LLC

n/a

yes

n/a

TRITON PACIFIC SECURITIES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$380M

n/a

2024

Mar 31, 2025

$276M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$380M

$276M

37.6%

n/a