Private fund adviser · Palo Alto, CA
Triangle Peak Partners, LP
SEC-registered investment adviser · CRD 147917 · SEC 801-69591
At a glance
Triangle Peak Partners, LP is an SEC-registered investment adviser based in Palo Alto, California, with $272 million in regulatory assets under management as of its Form ADV filed May 5, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,713th of 4,686 private fund advisers and 10,672nd of 17,210 SEC-registered advisers by assets.
Main office 831-998-9540trianglepeakpartners.comAs filed on Form ADV
- Regulatory AUM
- $272M
- Rank among private fund advisers
- #3,713 of 4,686
- Rank among all SEC RIAs
- #10,672 of 17,210
- Rank in California
- #1,222 of 1,873
- Clients
- 4
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 5
Owners and executives on its Form ADV
- Michael C. MorganChairman
- David L. PesikoffPresident and Limited Partner
- Dain F. DegroffChief Executive Officer
- Zach P. KaufmanChief Financial Officer; Chief Compliance Officer
Custody and brokerage
Custodian
Triangle Peak Partners, LP’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $272M | 100% |
| Other investment advisers | 1 | $0M | 0% |
Private funds
Triangle Peak Partners, LP reports 3 private funds with $239M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Triangle Peak Partners, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗trianglepeakpartners.com ↗
AtlasMembers
The full record on Triangle Peak Partners, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,983 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Triangle Peak Partners, LP manage?
Triangle Peak Partners, LP reports $272 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 5, 2026.
What kind of firm is Triangle Peak Partners, LP?
Triangle Peak Partners, LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Triangle Peak Partners, LP’s clients?
By assets, its largest client types are pooled investment vehicles ($272 million, 3 clients); other investment advisers ($0, 1 clients).
Does Triangle Peak Partners, LP manage private funds?
Yes. It reports 3 private funds with $239 million in gross assets, including hedge funds.
Does Triangle Peak Partners, LP have any disciplinary history?
Triangle Peak Partners, LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Triangle Peak Partners, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →