Triton Pacific Healthcare Partners, LLC
● SEC registered since 2024CRD 329737SEC# 801-130209San Juan Capistrano, CA
Ranks #4,268 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$379.6M
Fund GAV
$379.6M
Private funds
4
Employees
5
Accounts
5
Location
San Juan Capistrano, CA
Triton Pacific Healthcare Partners, LLC assets under management
Triton Pacific Healthcare Partners, LLC is an investment advisory firm registered with the SEC based in San Juan Capistrano, CA. The firm has been registered since 2024. It reports $379.6 million in regulatory assets under management and employs 5 people. Triton Pacific Healthcare Partners, LLC manages 4 private funds with combined gross assets of $379.6 million, including Upa Investors, LP. By regulatory assets, it ranks 4,268 of 6,004 private fund managers.
Triton Pacific Healthcare Partners, LLC private funds
4 funds · $379.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Upa Investors, LP | Private Equity | $211.6M | $100K |
| Ipa Investors, LP | Private Equity | $101.9M | $100K |
| Abi Investors, LP | Private Equity | $54.7M | $25K |
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Join to unlock · $37/moTriton Pacific Healthcare Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Isaac Davis Control | President | Under 5% | 2023 |
| Michael Louis Carroll | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2023 |
| Triton Pacific Capital Partners LLC | Shareholder | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Triton Pacific Healthcare Partners, LLC manage?
Triton Pacific Healthcare Partners, LLC reports $379.6 million in regulatory assets under management on its Form ADV.
How many private funds does Triton Pacific Healthcare Partners, LLC manage?
Triton Pacific Healthcare Partners, LLC manages 4 private funds with combined gross assets of $379.6 million.
How many employees does Triton Pacific Healthcare Partners, LLC have?
Triton Pacific Healthcare Partners, LLC reports 5 employees.
Where is Triton Pacific Healthcare Partners, LLC located?
Triton Pacific Healthcare Partners, LLC is based in San Juan Capistrano, CA and has been SEC-registered since 2024.
Does Triton Pacific Healthcare Partners, LLC disclose fund performance?
Triton Pacific Healthcare Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 31473 Rancho Viejo Road, Suite 201, San Juan Capistrano, CA 92675 |
| Phone | 949-300-0999 |
| Office hours | 9:00 a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$379.6M▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
AUM vs fund managersTop 71%
Larger than 29% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$379.6Mregulatory AUM
Discretionary $379.6M
Service providers
Auditor