{ "crd_number": 329737, "slug": "triton-pacific-healthcare-partners-llc-san-juan-capistrano-ca-329737", "primary_business_name": "TRITON PACIFIC HEALTHCARE PARTNERS, LLC", "legal_name": "TRITON PACIFIC HEALTHCARE PARTNERS, LLC", "dbas": [], "city": "San Juan Capistrano", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-05-03", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-07-02", "carried_forward": false, "raum_total": 379622227.0, "raum_discretionary": 379622227.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 5, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 379622227.0, "count": 5 } }, "compensation_types": [ "fixed", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329737", "city_as_filed": "SAN JUAN CAPISTRANO", "url": "https://advisorcensus.com/firm/triton-pacific-healthcare-partners-llc-san-juan-capistrano-ca-329737", "display_name": "Triton Pacific Healthcare Partners, LLC", "summary": "Triton Pacific Healthcare Partners, LLC is an SEC-registered investment advisory firm in San Juan Capistrano, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.", "citation": "AdvisorCensus. Triton Pacific Healthcare Partners, LLC (CRD 329737): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Triton Pacific Healthcare Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Triton Pacific Healthcare Partners, LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees." }, { "q": "How much does Triton Pacific Healthcare Partners, LLC charge?", "a": "Its Form ADV Part 2A brochure dated July 2, 2026 states: Asset-based fee: 2.5% to 5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Triton Pacific Healthcare Partners, LLC located?", "a": "Triton Pacific Healthcare Partners, LLC's principal office is in San Juan Capistrano, CA, according to its Form ADV." }, { "q": "Is Triton Pacific Healthcare Partners, LLC registered with the SEC or a state?", "a": "Triton Pacific Healthcare Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329737." }, { "q": "How much does Triton Pacific Healthcare Partners, LLC manage?", "a": "Triton Pacific Healthcare Partners, LLC reports $379,622,227 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary)." }, { "q": "How have Triton Pacific Healthcare Partners, LLC's assets and staff changed since 2024?", "a": "In the Form ADV data for Triton Pacific Healthcare Partners, LLC: Regulatory assets under management: $233,399,916 in the October 2024 data and $379,622,227 in the October 2026 data, up 63%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Triton Pacific Healthcare Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)." }, { "q": "Does Triton Pacific Healthcare Partners, 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/329737" }, { "q": "What changed in Triton Pacific Healthcare Partners, LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2024-10-01", "regulatory_assets_under_management": 233399916.0, "total_employees": 5, "filing_date": "2024-08-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 275838642.0, "total_employees": 4, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 379622227.0, "total_employees": 5, "filing_date": "2026-07-02" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 4 to 5.", "Regulatory assets under management went from $275,838,642 to $379,622,227 (+38%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated July 2, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "2.5% to 5% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 2.5% to 5% a year (a range, as the brochure states it)" ], "quotes": [ "With respect to the PE Funds, the Management or Monitoring Fee is typically equal to a percentage of the adjusted EBITDA (prorated for such quarterly period) of the underlying portfolio company, typically ranging from 2.5% to 5% per year" ] } ], "values": { "tiers": [], "range_pct": [ 2.5, 5.0 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "With respect to the PE Funds, the Management or Monitoring Fee is typically equal to a percentage of the adjusted EBITDA (prorated for such quarterly period) of the underlying portfolio company, typically ranging from 2.5% to 5% per year" ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/triton-pacific-healthcare-partners-llc-san-juan-capistrano-ca-329737.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 5, "fewer_than_5": false, "raum": 379622227.0 } ], "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/329737", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }