{
  "crd_number": 147917,
  "slug": "triangle-peak-partners-lp-palo-alto-ca-147917",
  "primary_business_name": "TRIANGLE PEAK PARTNERS, LP",
  "legal_name": "TRIANGLE PEAK PARTNERS, LP",
  "dbas": [],
  "city": "Palo Alto",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-09-29",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-05-05",
  "carried_forward": false,
  "raum_total": 271922487.0,
  "raum_discretionary": 271922487.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 271922487.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "TN"
  ],
  "websites": [
    "https://trianglepeakpartners.com",
    "https://twitter.com/TRIANGLEPEAK"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147917",
  "city_as_filed": "PALO ALTO",
  "url": "https://advisorcensus.com/firm/triangle-peak-partners-lp-palo-alto-ca-147917",
  "display_name": "Triangle Peak Partners, LP",
  "summary": "Triangle Peak Partners, LP is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.",
  "citation": "AdvisorCensus. Triangle Peak Partners, LP (CRD 147917): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Triangle Peak Partners, LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Triangle Peak Partners, LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Triangle Peak Partners, LP located?",
      "a": "Triangle Peak Partners, LP's principal office is in Palo Alto, CA, according to its Form ADV."
    },
    {
      "q": "Is Triangle Peak Partners, LP registered with the SEC or a state?",
      "a": "Triangle Peak Partners, LP is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147917."
    },
    {
      "q": "How much does Triangle Peak Partners, LP manage?",
      "a": "Triangle Peak Partners, LP reports $271,922,487 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Triangle Peak Partners, LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Triangle Peak Partners, LP: Regulatory assets under management: $316,266,828 in the October 2021 data and $271,922,487 in the October 2026 data, down 14%. Total employees: 8 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Triangle Peak Partners, LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); other investment advisers (1)."
    },
    {
      "q": "Does Triangle Peak Partners, LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147917"
    },
    {
      "q": "What changed in Triangle Peak Partners, LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $312,533,997 to $271,922,487 (-13%). No longer lists an office in Pacific Grove, CA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 316266828.0,
      "total_employees": 8,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 396249432.0,
      "total_employees": 7,
      "filing_date": "2022-05-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 308251829.0,
      "total_employees": 7,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 316564871.0,
      "total_employees": 7,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 312533997.0,
      "total_employees": 6,
      "filing_date": "2025-05-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 271922487.0,
      "total_employees": 5,
      "filing_date": "2026-05-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $312,533,997 to $271,922,487 (-13%).",
        "No longer lists an office in Pacific Grove, CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in WA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/triangle-peak-partners-lp-palo-alto-ca-147917.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 271922487.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147917",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}