Triguard Management LLC
● SEC registered since 2012CRD 159472SEC# 801-73747Newport Beach, CA
Ranks #2,260 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$1.88B
Fund GAV
$2.07B
Private funds
7
Employees
9
Accounts
7
Location
Newport Beach, CA
About Triguard Management
Montauk TriGuard manages private equity secondary funds that address liquidity needs for secondary fund managers. It focuses on underserved niches in the secondary market and provides value-added solutions for complex portfolio and counterparty situations.
Summary based on the firm’s website.
Triguard Management LLC assets under management
Triguard Management LLC is an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2012. It reports $1.9 billion in regulatory assets under management and employs 9 people. Triguard Management LLC manages 7 private funds with combined gross assets of $2.1 billion, including Montauk Triguard Fund IX LP. By regulatory assets, it ranks 2,260 of 5,974 private fund managers.
Triguard Management LLC private funds
7 funds · $2.07B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Montauk Triguard Fund IX LP | Private Equity | $736.2M | $10M |
| Montauk Triguard Fund VIII LP | Private Equity | $608.7M | $10M |
| Montauk Triguard Fund VII LP | Private Equity | $406.6M | $10M |
| Montauk Triguard Fund VI LP | Private Equity | $129.2M | $5M |
| Montauk Triguard Fund X LP | Private Equity | $84.2M | $10M |
| Montauk Triguard Fund V LP | Private Equity | $71.8M | $5M |
| Montauk Triguard Fund IV LP | Private Equity | $32.5M | $5M |
Triguard Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric John Becker Control | Principal, Cfo | Under 5% | 2013 |
| Kimberly J Cornelius Control | Trustee Of The Cornelius Family Trust | 50-75% | 2023 |
| Ronn Cornelius, Trustee of the Cornelius Family Trust Control | Managing Member | 50-75% | 2023 |
| Samuel Tang, Trustee of the 2006 S&t Tang Family Trust Dated July 23, 2019 Control | Managing Member | 50-75% | 2023 |
| Sean Michael Gessay Control | Principal, Cco | Under 5% | 2015 |
| Tammy Nishimoto Tang Control | Trustee Of The 2006 S&T Tang Family Trust Dated July 23, 2019 | 50-75% | 2023 |
Frequently asked questions
How much does Triguard Management LLC manage?
Triguard Management LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Triguard Management LLC manage?
Triguard Management LLC manages 7 private funds with combined gross assets of $2.1 billion.
How many employees does Triguard Management LLC have?
Triguard Management LLC reports 9 employees.
Where is Triguard Management LLC located?
Triguard Management LLC is based in Newport Beach, CA and has been SEC-registered since 2012.
Does Triguard Management LLC disclose fund performance?
Triguard Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 Newport Center Drive, Suite 250, Newport Beach, CA 92660 |
| Phone | (949) 398-0005 |
| Fax | (949) 398-0001 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.88B▲ 2%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,369 advisers
AUM vs fund managersTop 38%
Larger than 62% of 5,974 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 43%
More than 57% of 16,804 advisers
Assets under management
$1.88Bregulatory AUM
Discretionary $1.88B
Service providers
Auditor
Custodian
Administrator