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TRIARTISAN CAPITAL ADVISORS LLC

WEST PALM BEACH, FL · CRD 324138 · IAPD ↗ · triartisan.com · (561) 295-3485

$1.56BRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
January 2026 — TRIARTISAN CAPITAL ADVISORS LLC moved its main office from NEW YORK, NY to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
32
December 2025 — TRIARTISAN CAPITAL ADVISORS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
December 2025 — TRIARTISAN CAPITAL ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — TRIARTISAN CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($843.3M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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