# Triangle Peak Partners, LP

> 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.

- CRD: 147917
- Filed as: TRIANGLE PEAK PARTNERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147917
- AdvisorCensus page: https://advisorcensus.com/firm/triangle-peak-partners-lp-palo-alto-ca-147917

## Quick answers

**How is Triangle Peak Partners, LP compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Triangle Peak Partners, LP located?**
Triangle Peak Partners, LP's principal office is in Palo Alto, CA, according to its Form ADV.

**Is Triangle Peak Partners, LP registered with the SEC or a state?**
Triangle Peak Partners, LP is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147917.

**How much does Triangle Peak Partners, LP manage?**
Triangle Peak Partners, LP reports $271,922,487 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**How have Triangle Peak Partners, LP's assets and staff changed since 2021?**
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.

**What types of clients does Triangle Peak Partners, LP serve?**
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).

**Does Triangle Peak Partners, LP report any disciplinary disclosures?**
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

**What changed in Triangle Peak Partners, LP's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $271,922,487
- Discretionary: $271,922,487
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $271,922,487 |
| Other investment advisers | 1 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trianglepeakpartners.com
- X @TRIANGLEPEAK

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $316,266,828 | 8 | September 29, 2021 |
| October 2022 | $396,249,432 | 7 | May 2, 2022 |
| October 2023 | $308,251,829 | 7 | March 24, 2023 |
| October 2024 | $316,564,871 | 7 | July 23, 2024 |
| October 2025 | $312,533,997 | 6 | May 9, 2025 |
| October 2026 | $271,922,487 | 5 | May 5, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### January 2026
- No longer registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triangle Peak Partners, LP (CRD 147917): Form ADV filing data as of October 2026.