# Triartisan Capital Advisors LLC

> Triartisan Capital Advisors LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 324138
- Filed as: TRIARTISAN CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324138
- AdvisorCensus page: https://advisorcensus.com/firm/triartisan-capital-advisors-llc-west-palm-beach-fl-324138

## Quick answers

**How is Triartisan Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Triartisan Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Triartisan Capital Advisors LLC located?**
Triartisan Capital Advisors LLC's principal office is in West Palm Beach, FL, according to its Form ADV; the November 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Triartisan Capital Advisors LLC registered with the SEC or a state?**
Triartisan Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324138.

**How much does Triartisan Capital Advisors LLC manage?**
Triartisan Capital Advisors LLC reports $1,557,069,732 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Triartisan Capital Advisors LLC's assets and staff changed since 2023?**
In the Form ADV data for Triartisan Capital Advisors LLC: Regulatory assets under management: $843,347,936 in the October 2023 data and $1,557,069,732 in the October 2026 data, up 85%. Total employees: 8 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Triartisan Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); corporations or other businesses not listed above (2).

**Does Triartisan Capital Advisors LLC 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/324138

**What changed in Triartisan Capital Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $1,260,660,689 to $1,557,069,732 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,557,069,732
- Discretionary: $1,557,069,732
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $1,508,014,559 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 2 | $49,055,173 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the November 2025 filing
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- [triartisan.com](https://triartisan.com)
- LinkedIn @triartisan

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $843,347,936 | 8 | May 1, 2023 |
| October 2024 | $1,032,148,808 | 9 | April 30, 2024 |
| October 2025 | $1,260,660,689 | 7 | June 16, 2025 |
| October 2026 | $1,557,069,732 | 7 | March 30, 2026 |

Regulatory assets under management: $843,347,936 in the October 2023 data and $1,557,069,732 in the October 2026 data, up 85%.
Total employees: 8 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $1,260,660,689 to $1,557,069,732 (+24%).

### January 2026
- No longer lists an office in West Palm Beach, FL.

### December 2025
- Registered or notice-filed in FL.

### November 2025
- Added an office in West Palm Beach, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triartisan Capital Advisors LLC (CRD 324138): Form ADV filing data as of October 2026.