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TRIANGLE INVESTMENT MANAGEMENT, LLC

CRD 329567 · SEC 801-129382

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

1370 AVENUE OF THE AMERICAS, 30TH FLOOR, NEW YORK, NY, 10019, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$171.8M

Discretionary AUM

$116.9M

Team

13 total employees; 8 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles2$143.4M
Insurance companies1$28.4M

States served

NY

Official SEC filing: View on IAPD