TRITON PACIFIC HEALTHCARE PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $379.6M |
| Discretionary | $379.6M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $75.9M |
| Employees | 5 |
| Peak AUM | $379.6MMar 2026 |
AUM by Client Type
Total AUM
$380M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $380M | +37.6% | — | — | — |
| Discretionary AUM | $380M | +37.6% | |||
Key Metrics
| Total AUM | $379.6M |
| Discretionary | $379.6M |
| Employees | 5 |
| Client Accounts | 5 |
Contact & Location
Address
31473 RANCHO VIEJO ROAD
SAN JUAN CAPISTRANO CA 92675
Phone
949-300-0999
Filing History
5 ADV Part 1 submissions
Fee Structure
Fixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$380M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerLaw Firm