# Triguard Management LLC

> Triguard Management LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 159472
- Filed as: TRIGUARD MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159472
- AdvisorCensus page: https://advisorcensus.com/firm/triguard-management-llc-newport-beach-ca-159472

## Quick answers

**How is Triguard Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Triguard Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Triguard Management LLC located?**
Triguard Management LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Triguard Management LLC registered with the SEC or a state?**
Triguard Management LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159472.

**How much does Triguard Management LLC manage?**
Triguard Management LLC reports $1,881,198,031 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**How have Triguard Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Triguard Management LLC: Regulatory assets under management: $1,602,916,010 in the October 2021 data and $1,881,198,031 in the October 2026 data, up 17%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Triguard Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Triguard 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/159472

**What changed in Triguard Management LLC's recent Form ADV filings?**
In the June 2026 filing data: 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: $1,881,198,031
- Discretionary: $1,881,198,031
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $1,881,198,031 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, LA, MI, OK, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- montauktriguard.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,602,916,010 | 9 | March 12, 2021 |
| October 2022 | $1,672,113,443 | 9 | March 18, 2022 |
| October 2023 | $2,055,816,796 | 9 | March 22, 2023 |
| October 2024 | $1,952,603,377 | 9 | March 25, 2024 |
| October 2025 | $1,839,914,402 | 9 | March 18, 2025 |
| October 2026 | $1,881,198,031 | 9 | May 11, 2026 |

Regulatory assets under management: $1,602,916,010 in the October 2021 data and $1,881,198,031 in the October 2026 data, up 17%.
Total employees: 9 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- No longer lists an office in Dallas, TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triguard Management LLC (CRD 159472): Form ADV filing data as of October 2026.