# Trigate Management LLC

> 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.

- CRD: 158083
- Filed as: TRIGATE MANAGEMENT LLC
- Also doing business as: TRIGATE CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158083
- AdvisorCensus page: https://advisorcensus.com/firm/trigate-management-llc-dallas-tx-158083

## Quick answers

**How is Trigate Management LLC compensated?**
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.

**Where is Trigate Management LLC located?**
Trigate Management LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Trigate Management LLC registered with the SEC or a state?**
Trigate Management LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158083.

**How much does Trigate Management LLC manage?**
Trigate Management LLC reports $1,283,424,167 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (85% discretionary).

**How have Trigate Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Trigate Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Trigate Management 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/158083

**What changed in Trigate Management LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,283,424,167
- Discretionary: $1,093,943,103
- Non-discretionary: $189,481,064

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $1,283,424,167 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 20 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trigatecapital.com
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,338,152,193 | 21 | March 2, 2021 |
| October 2022 | $1,290,877,920 | 21 | March 31, 2022 |
| October 2023 | $1,270,565,505 | 22 | March 6, 2023 |
| October 2024 | $1,193,370,995 | 24 | February 21, 2024 |
| October 2025 | $1,146,047,592 | 20 | March 4, 2025 |
| October 2026 | $1,283,424,167 | 20 | February 25, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trigate Management LLC (CRD 158083): Form ADV filing data as of October 2026.