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TRITON PACIFIC HEALTHCARE PARTNERS, LLC

SAN JUAN CAPISTRANO, CA · CRD 329737 · IAPD ↗ · 949-300-0999

$379.6MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — TRITON PACIFIC HEALTHCARE PARTNERS, LLC reported RAUM up 38% ($275.8M -> $379.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
September 2024 — TRITON PACIFIC HEALTHCARE PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
September 2024 — TRITON PACIFIC HEALTHCARE PARTNERS, LLC now reports 5 private fund(s) ($233.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
June 2024 — TRITON PACIFIC HEALTHCARE PARTNERS, LLC (SAN JUAN CAPISTRANO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 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.