Triarii Capital Management LP (Boston)

Name: Triarii Capital Management LP
Address: 131 Dartmouth Street, Boston, MA, 02116
Telephone: 617-812-4378

Triarii Capital Management LP is a large advisory firm based in Boston. It manages $123.38 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Massachusetts.

Triarii Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Triarii Capital Management: assets under management

The assets under management (AUM) of Triarii Capital Management LP is $123.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and $120.64 million of the total AUM is attributable to clients outside of the United States.

The firm manages $123.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Triarii Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Triarii Capital Management serves?

The only and largest group of clients of Triarii Capital Management is pooled investment vehicles with 4 clients and $123.38 million of assets under management. Among the 8 most similar advisory firms, Triarii Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $123.38 million for 4 clients. 40% of the firm’s clients are foreign persons or businesses.

Triarii Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Triarii Capital Management LP

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Miguel Fidalgo	Managing partner	1 Mar 2016	Other	6598826
William Michael Hannon	Cfo/cco	1 Mar 2016	Other	6598833
Tcm Gp Llc	General partner	1 Mar 2016	75% - 100%	32-0470498

Based in Boston

The principal office where Triarii Capital Management LP performs its advisory services is located at 131 Dartmouth Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-812-4378. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at triariicapital.com/.