Triathlon Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,679,500
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
28
57% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$2,131,411
About
Triathlon Partners LLC provides portfolio management, financial planning, and business consulting to individuals, high‑net‑worth clients, and businesses. The firm reports roughly $60.1 million in assets under management across 28 clients as of December 2025.
The firm creates individualized Investment Policy Statements and applies cyclical and fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios using mutual funds, fixed income, equities, ETFs, structured notes and insurance products including annuities. Although the advisory agreements contemplate discretionary trading authority, the firm reports about $11.2 million in discretionary assets and approximately $48.9 million in non‑discretionary assets, indicating many client holdings are managed on a non‑discretionary basis.
Triathlon Partners is registered as a life and health insurance agency and its supervised persons are licensed to sell insurance; the brochure discloses acceptance of commissions for insurance product sales and related conflict‑of‑interest procedures. The firm also offers consulting to professional firms on RIA industry practices and requires clients to custody assets with specified custodians (Schwab Institutional, and additions of Equitable and Allianz), which distinguishes its service and operational model from many peers.
Client services
Financial planning
Portfolio management
Business consulting services
Expertise
Annuities
Fee options
Fixed fees for financial plans ranging from $5,000 to $10,000
1.50% annually
$400 per hour for financial planning; $400 to $650 per hour for business consulting
Most active in
Triathlon Partners LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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