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TRI-AD CAPITAL MANAGEMENT I, LLC
CRD 324364 · SEC 801-127335
221 W. CREST ST., STE. 300, ESCONDIDO, CA, 92025, United States
Phone
760-743-7555
Fax
760-233-4744
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$619.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $52.5M |
| Pension/profit sharing plans | 28 | $441.4M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD