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TRICON

TORONTO, Canada · CRD 160558 · IAPD ↗ · triconresidential.com · 416-925-7228

$152.1MRegulatory AUM
42Advisory reps
141Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — TRICON RESIDENTIAL is now doing business as TRICON.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
40
April 2026 — TRICON grew from 37 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
15
April 2025 — TRICON RESIDENTIAL reported RAUM down 27% ($207.5M -> $150.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
June 2024 — TRICON RESIDENTIAL INC. is now doing business as TRICON RESIDENTIAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.