{ "crd_number": 173132, "slug": "tritium-partners-austin-tx-173132", "primary_business_name": "TRITIUM PARTNERS", "legal_name": "TRITIUM PARTNERS LLC", "dbas": [], "city": "Austin", "state": "TX", "country": "United States", "cbsa_code": "12420", "metro": { "cbsa_code": "12420", "common_name": "Austin", "msa_name": "Austin-Round Rock-San Marcos, TX", "path": "/advisors/tx/austin" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-03-15", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-05-28", "carried_forward": false, "raum_total": 1862086780.0, "raum_discretionary": 1862086780.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 28, "advisory_employees": 26, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1862086780.0, "count": 10 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX", "UT" ], "websites": [ "https://linkedin.com/company/tritium-partners", "https://tritiumpartners.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173132", "city_as_filed": "AUSTIN", "url": "https://advisorcensus.com/firm/tritium-partners-austin-tx-173132", "display_name": "Tritium Partners", "summary": "Tritium Partners is an SEC-registered investment advisory firm in Austin, TX, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 28, 2026.", "citation": "AdvisorCensus. Tritium Partners (CRD 173132): 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", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Other" ], "quick_answers": [ { "q": "How is Tritium Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Tritium Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other." }, { "q": "Where is Tritium Partners located?", "a": "Tritium Partners' principal office is in Austin, TX, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Tritium Partners registered with the SEC or a state?", "a": "Tritium Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 173132." }, { "q": "How much does Tritium Partners manage?", "a": "Tritium Partners reports $1,862,086,780 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary)." }, { "q": "How have Tritium Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Tritium Partners: Regulatory assets under management: $794,367,313 in the October 2021 data and $1,862,086,780 in the October 2026 data, up 134%. Total employees: 24 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Tritium Partners 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 Tritium Partners 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/173132" }, { "q": "What changed in Tritium Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 25 to 26. Regulatory assets under management went from $1,689,699,044 to $1,862,086,780 (+10%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 794367313.0, "total_employees": 24, "filing_date": "2021-06-14" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1253496625.0, "total_employees": 24, "filing_date": "2022-05-09" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1926451450.0, "total_employees": 25, "filing_date": "2023-05-12" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1726394889.0, "total_employees": 28, "filing_date": "2024-05-21" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1689699044.0, "total_employees": 27, "filing_date": "2025-05-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1862086780.0, "total_employees": 28, "filing_date": "2026-05-28" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 25 to 26.", "Regulatory assets under management went from $1,689,699,044 to $1,862,086,780 (+10%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/tritium-partners-austin-tx-173132.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": 1862086780.0 } ], "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/173132", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }