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TRIATOMIC CAPITAL

PALO ALTO, CA · CRD 312408 · IAPD ↗ · 646-225-5995

$346.3MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2026 — TRIATOMIC CAPITAL reported RAUM up 31% ($265.1M -> $346.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2026 — TRIATOMIC CAPITAL now reports custody of client assets ($346.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2026 — TRIATOMIC CAPITAL grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
52
March 2025 — TRIATOMIC CAPITAL reported RAUM up 46% ($181.8M -> $265.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
December 2024 — TRIATOMIC CAPITAL moved its main office from NEW YORK, NY to PALO ALTO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
35
December 2024 — TRIATOMIC CAPITAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
December 2024 — TRIATOMIC MANAGEMENT LP is now doing business as TRIATOMIC CAPITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2024 — TRIATOMIC MANAGEMENT LP reported RAUM up 80% ($101.0M -> $182.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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