| 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 |
Tri-Ad Capital Management I, LLC reports $463.4 million in regulatory assets under management on its Form ADV.
Tri-Ad Capital Management I, LLC reports 4 employees.
Tri-Ad Capital Management I, LLC is based in Escondido, CA and has been SEC-registered since 2023.
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.
| 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 |
| Discretionary | $36.5M |
| Non-discretionary | $426.8M |
| Total (RAUM) | $463.4M |