Tri-Ad Capital Management I, LLC
● SEC registered since 2023CRD 324364SEC# 801-127335Escondido, CA
Reg. AUM
$619M
Employees
1
Accounts
55
Location
Escondido, CA
Tri-Ad Capital Management I, LLC assets under management
Tri-Ad Capital Management I, LLC is an SEC-registered investment adviser based in Escondido, CA. The firm has been registered since 2023. It reports $619 million in regulatory assets under management and employs 1 people.
Tri-Ad Capital Management I, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hilarie Ann Aitken Control | Ceo & President | Under 5% | 2022 |
| Jennifer Thomas Control | Chief Compliance Officer | Under 5% | 2025 |
| Navia Benefits Solutions, Inc Control | Shareholder | Over 75% | 2022 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Tri-Ad Capital Management I, LLC manage?
Tri-Ad Capital Management I, LLC reports $619 million in regulatory assets under management on its Form ADV.
How many employees does Tri-Ad Capital Management I, LLC have?
Tri-Ad Capital Management I, LLC reports 1 employees.
Where is Tri-Ad Capital Management I, LLC located?
Tri-Ad Capital Management I, LLC is based in Escondido, CA and has been SEC-registered since 2023.
Does Tri-Ad Capital Management I, LLC disclose fund performance?
Tri-Ad Capital Management I, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 221 W. Crest St., Ste. 300, Escondido, CA 92025 |
| Phone | 760-743-7555 |
| Fax | 760-233-4744 |
| Office hours | 7:30 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$619M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$619Mregulatory AUM
Discretionary $0Non-discretionary $619M