DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
A••••••• T••••• I• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 8, 2022 · 9 filings
SEC status approved since Dec 16, 2022
RAUM
$832M
reported, Item 5.F
Discretionary
52%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$832M as of Mar 31, 2026
Mar 17, 2023$390M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 17, 20230 then
Employees (5.A)11 as of Mar 31, 2026
Mar 17, 202317 then
Private funds2 as of Mar 31, 2026
Mar 17, 20231 then
RAUM +0.4% over the last fiscal year+29% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $277MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 52%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$432M52%
- Other investment advisers$400M48%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•• J•••••• H•••••••• L• | Private Equity Fund | $391M | 3 | Nov 16, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• D••••• J• · Chief Executive Officer And M••••• Of The Board Of Managers To The Registrantcontrolsince 05/2022 · owns less than 5%
- C•••••••• H••••• G•••••• · Chairman Of The Board Of Managers To The Registrantcontrolsince 05/2022 · owns less than 5%
- J•••••• T•••••••• J••• · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- C••••••• D••••• J• · M•••••controlsince 01/2022 · owns 75% or more of C••••• H•••••••• L••
- C•••••••• H••••• G•••••• · M•••••controlsince 01/2022 · owns 75% or more of H••••• L••
Entity owners
- A••••••• T••••• I• H•••••••• L•• · M•••••direct · owns 75% or more
- H••••• L•• · M•••••indirect · owns 50% to 75% of A••••••• T••••• I• H•••••••• L••
- C••••• H•••••••• L•• · M•••••indirect · owns F of A••••••• T••••• I• H•••••••• L••
Related persons
Schedule D 7.A
- A•• C•••• L••pooled vehicle sponsorn
- A•• J•••••• G•• L••pooled vehicle sponsorn
- A•• J•••••• M•••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- San Antonio, TX1 employees
What changed
consecutive filings, newest first
- Other offices · 0 to 1Apr 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $429M to $432MApr 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $429M to $432MApr 30, 2025 to Mar 31, 2026
- RAUM · $829M to $832MApr 30, 2025 to Mar 31, 2026
- Accounts · 1 to 3Mar 28, 2024 to Apr 30, 2025
- Advisory activities · 1 to 2Mar 28, 2024 to Apr 30, 2025
- Pooled vehicle clients · 1 to 2Mar 28, 2024 to Apr 30, 2025
- Financial planning clients · unset to Mar 28, 2024 to Apr 30, 2025
- Other offices · 1 to 0Mar 28, 2024 to Apr 30, 2025
- Private funds · 1 to 2Mar 28, 2024 to Apr 30, 2025
- Discretionary RAUM · $391M to $429MMar 28, 2024 to Apr 30, 2025
- Non-discretionary RAUM · $0 to $400MMar 28, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $391M to $429MMar 28, 2024 to Apr 30, 2025
- RAUM · $391M to $829MMar 28, 2024 to Apr 30, 2025
- Advisory employees · 15 to 8Aug 18, 2023 to Mar 28, 2024
- BD registered reps · 5 to 0Aug 18, 2023 to Mar 28, 2024
- Employees · 17 to 11Aug 18, 2023 to Mar 28, 2024
- Discretionary RAUM · $390M to $391MAug 18, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $390M to $391MAug 18, 2023 to Mar 28, 2024
- RAUM · $390M to $391MAug 18, 2023 to Mar 28, 2024
- Business name · A••••••• T••••• I• P•••••••• L•• to A••••••• T••••• I• L••Mar 17, 2023 to Mar 20, 2023
- BD registered reps · 4 to 5Nov 16, 2022 to Mar 17, 2023
- Accounts · unset to 1.0Jun 8, 2022 to Nov 16, 2022
- Pooled vehicle clients · 0 to 1Jun 8, 2022 to Nov 16, 2022
- Legal name · A••••••• T••••• I• P•••••••• L•• to A••••••• T••••• I• L••Jun 8, 2022 to Nov 16, 2022
- Private funds · unset to 1Jun 8, 2022 to Nov 16, 2022
- Discretionary RAUM · unset to 390000000.0Jun 8, 2022 to Nov 16, 2022
- Non-discretionary RAUM · unset to 0.0Jun 8, 2022 to Nov 16, 2022
- Pooled vehicle RAUM · $0 to $390MJun 8, 2022 to Nov 16, 2022
- RAUM · unset to 390000000.0Jun 8, 2022 to Nov 16, 2022
Signals
8 dated events
- A••••••• T••••• I• L•• reported RAUM $829.2M, up 112% from $390.6M (2024-03-28 to 2025-04-30)Apr 30, 2025 · RAUM change · derived
- J••• T••••••• J••••• (Chief Compliance Officer) appeared on Schedule A of A••••••• T••••• I• L••Mar 28, 2024 · Control person joined · fact
- Elizabeth Kate Gunio (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of A••••••• T••••• I• L•• (listed 2023-08-18, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Mary Margaret Maureen Obrien-Aderholdt (Chief Compliance Officer) no longer on Schedule A of A••••••• T••••• I• L•• (listed 2023-04-18, absent 2023-08-18)Aug 18, 2023 · Control person left · inference
- Elizabeth Kate Gunio (Chief Financial Officer) appeared on Schedule A of A••••••• T••••• I• L••Apr 18, 2023 · Control person joined · fact
- Frank Michael Szymanski (Chief Financial Officer) no longer on Schedule A of A••••••• T••••• I• L•• (listed 2023-03-20, absent 2023-04-18)Apr 18, 2023 · Control person left · inference
- Mary Margaret Maureen Obrien-Aderholdt (Chief Compliance Officer) appeared on Schedule A of A••••••• T••••• I• L••Mar 17, 2023 · Control person joined · fact
- A••••••• T••••• I• P•••••••• L•• filed its initial SEC registration (Form ADV)Jun 8, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••••• T••••• I• L•• · Independent Sponsorsshared crd · capital_provider
- A••••••• T••••• I• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tripleipartnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- a•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (917) 512-6599reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026