| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Hutchison Control | Chief Compliance Officer | Under 5% | 2015 |
| Heldman Family Trust U/A 6/16/2011 Control | Managing Member | Over 75% | 2019 |
| John Edward Heldman Control | Partner | Under 5% | 2008 |
Triad Investment Management, LLC reports $119.5 million in regulatory assets under management on its Form ADV.
Triad Investment Management, LLC reports 2 employees.
Triad Investment Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2026.
Triad Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1301 Dove Street, Suite 1080, Newport Beach, CA 92660 |
| Phone | (949) 679-3991 |
| Fax | 949-851-7912 |
| Office hours | 7:00 a.m. - 3:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1615717 |
| Discloses disciplinary history | No |
| Discretionary | $119.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $119.5M |