John Edward Heldman is listed as Partner at Triad Investment Management, LLC on SEC Form ADV.
Form ADV reports a beneficial ownership band of Under 5%.
| Title | Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2008 |
| Title | Trustee Of The Heldman Family Trust U/A 6/16/2011 |
| Ownership | — |
| Control person | Yes |
| Since | 2019 |