# Triton Pacific Healthcare Partners, LLC

> 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.

- CRD: 329737
- Filed as: TRITON PACIFIC HEALTHCARE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Juan Capistrano, CA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329737
- AdvisorCensus page: https://advisorcensus.com/firm/triton-pacific-healthcare-partners-llc-san-juan-capistrano-ca-329737

## Quick answers

**How is Triton Pacific Healthcare Partners, LLC compensated?**
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.

**How much does Triton Pacific Healthcare Partners, LLC charge?**
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.

**Where is Triton Pacific Healthcare Partners, LLC located?**
Triton Pacific Healthcare Partners, LLC's principal office is in San Juan Capistrano, CA, according to its Form ADV.

**Is Triton Pacific Healthcare Partners, LLC registered with the SEC or a state?**
Triton Pacific Healthcare Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329737.

**How much does Triton Pacific Healthcare Partners, LLC manage?**
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).

**How have Triton Pacific Healthcare Partners, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Triton Pacific Healthcare Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Triton Pacific Healthcare Partners, 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/329737

**What changed in Triton Pacific Healthcare Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 2, 2026)

- Asset-based fee: 2.5% to 5% a year (a range, as the brochure states it)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $379,622,227
- Discretionary: $379,622,227
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $379,622,227 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $233,399,916 | 5 | August 28, 2024 |
| October 2025 | $275,838,642 | 4 | March 31, 2025 |
| October 2026 | $379,622,227 | 5 | July 2, 2026 |

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.

## Changes in the filing (last 12 months)

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

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triton Pacific Healthcare Partners, LLC (CRD 329737): Form ADV filing data as of October 2026.