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TRIANGLE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · CRD 329567 · IAPD ↗ · 646-346-8871

$171.8MRegulatory AUM
8Advisory reps
13Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

47
April 2025 — TRIANGLE INVESTMENT MANAGEMENT, LLC reported RAUM up 36% ($128.0M -> $174.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
June 2024 — TRIANGLE INVESTMENT MANAGEMENT, LLC now reports custody of client assets ($256.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
June 2024 — TRIANGLE INVESTMENT MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
June 2024 — TRIANGLE INVESTMENT MANAGEMENT, LLC now reports 2 private fund(s) ($128.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
February 2024 — TRIANGLE INVESTMENT MANAGEMENT, LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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