Triangle Peak Partners, LP
● SEC registered since 2008CRD 147917SEC# 801-69591Palo Alto, CA
Ranks #4,722 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$271.9M
Fund GAV
$238.6M
Private funds
3
Employees
5
Accounts
3
Location
Palo Alto, CA
Triangle Peak Partners, LP assets under management
Triangle Peak Partners, LP is an investment advisory firm registered with the SEC based in Palo Alto, CA. The firm has been registered since 2008. It reports $271.9 million in regulatory assets under management and employs 5 people. Triangle Peak Partners, LP manages 3 private funds with combined gross assets of $238.6 million, including Triangle Peak Partners III, LP. By regulatory assets, it ranks 4,722 of 6,030 private fund managers.
Triangle Peak Partners, LP private funds
3 funds · $238.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Triangle Peak Partners III, LP | Hedge | $128.8M | $375K |
| Triangle Peak Partners II, LP | Hedge | $101.3M | $250K |
| Triangle Peak Partners Private Equity, LP | Hedge | $8.4M | $250K |
Triangle Peak Partners, LP owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dain Flagg Degroff Control | Chief Executive Officer | Under 5% | 2022 |
| David Laurence Pesikoff Control | President And Limited Partner | 10-25% | 2008 |
| Degroff/Schneider Revocable Trust | Limited Partner | 10-25% | 2015 |
| Michael Creighton Morgan Control | Chairman | Under 5% | 2008 |
| Portcullis Investments, LP Control | Limited Partner | 25-50% | 2008 |
| The Coastal Hacienda Revocable Trust | Limited Partner | 10-25% | 2015 |
| Triangle Peak Partners GP, LLC Control | General Partner | Under 5% | 2008 |
| Zach Paul Kaufman Control | Chief Financial Officer; Chief Compliance Officer | Under 5% | 2025 |
| 1811 Pesikoff Marital Trust Control | Limited Partner | 25-50% | 2015 |
| Christine Rogers Morgan Control | Trustee | — | 2006 |
See all 19 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Triangle Peak Partners, LP manage?
Triangle Peak Partners, LP reports $271.9 million in regulatory assets under management on its Form ADV.
How many private funds does Triangle Peak Partners, LP manage?
Triangle Peak Partners, LP manages 3 private funds with combined gross assets of $238.6 million.
How many employees does Triangle Peak Partners, LP have?
Triangle Peak Partners, LP reports 5 employees.
Where is Triangle Peak Partners, LP located?
Triangle Peak Partners, LP is based in Palo Alto, CA and has been SEC-registered since 2008.
Does Triangle Peak Partners, LP disclose fund performance?
Triangle Peak Partners, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 505 Hamilton Ave., Suite 300, Palo Alto, CA 94301 |
| Phone | 831-998-9540 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1532600 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$271.9M▼ 13%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,306 advisers
AUM vs fund managersTop 78%
Larger than 22% of 6,030 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$271.9Mregulatory AUM
Discretionary $271.9M