{ "crd_number": 158083, "slug": "trigate-management-llc-dallas-tx-158083", "primary_business_name": "TRIGATE MANAGEMENT LLC", "legal_name": "TRIGATE MANAGEMENT LLC", "dbas": [ "TRIGATE CAPITAL LLC" ], "city": "Dallas", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-28", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-02-25", "carried_forward": false, "raum_total": 1283424167.0, "raum_discretionary": 1093943103.0, "raum_non_discretionary": 189481064.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 20, "advisory_employees": 13, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1283424167.0, "count": 10 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://linkedin.com", "https://trigatecapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158083", "city_as_filed": "DALLAS", "url": "https://advisorcensus.com/firm/trigate-management-llc-dallas-tx-158083", "display_name": "Trigate Management LLC", "summary": "Trigate Management LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.", "citation": "AdvisorCensus. Trigate Management LLC (CRD 158083): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Trigate Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Trigate Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Trigate Management LLC located?", "a": "Trigate Management LLC's principal office is in Dallas, TX, according to its Form ADV." }, { "q": "Is Trigate Management LLC registered with the SEC or a state?", "a": "Trigate Management LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158083." }, { "q": "How much does Trigate Management LLC manage?", "a": "Trigate Management LLC reports $1,283,424,167 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (85% discretionary)." }, { "q": "How have Trigate Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Trigate Management LLC: Regulatory assets under management: $1,338,152,193 in the October 2021 data and $1,283,424,167 in the October 2026 data, down 4%. Total employees: 21 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Trigate Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)." }, { "q": "Does Trigate Management LLC 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/158083" }, { "q": "What changed in Trigate Management LLC's recent Form ADV filings?", "a": "In the March 2026 filing data: Employees performing advisory functions went from 15 to 13. Regulatory assets under management went from $1,146,047,592 to $1,283,424,167 (+12%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1338152193.0, "total_employees": 21, "filing_date": "2021-03-02" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1290877920.0, "total_employees": 21, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1270565505.0, "total_employees": 22, "filing_date": "2023-03-06" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1193370995.0, "total_employees": 24, "filing_date": "2024-02-21" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1146047592.0, "total_employees": 20, "filing_date": "2025-03-04" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1283424167.0, "total_employees": 20, "filing_date": "2026-02-25" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Employees performing advisory functions went from 15 to 13.", "Regulatory assets under management went from $1,146,047,592 to $1,283,424,167 (+12%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/trigate-management-llc-dallas-tx-158083.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 10, "fewer_than_5": false, "raum": 1283424167.0 } ], "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/158083", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }