Triangle Peak Partners, Lp
- Regulatory AUM
- $272M
- Discretionary
- $272M
- Clients
- 4
- Avg AUM / client
- $68.0M
- Accounts
- 3
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $272M | 100.0% |
| Other investment advisers | 1 | $0 | — |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $271M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Triangle Peak Partners Iii, Lp | Hedge Fund | Delaware | $134M | 20 |
| Triangle Peak Partners Ii, Lp | Hedge Fund | Delaware | $106M | 31 |
| Triangle Peak Partners Private Equity, Lp | Hedge Fund | Delaware | $31.2M | 23 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Degroff, Dain, Flagg | Chief Executive Officer | Oct 2005 (21y) | Less than 5% | |
| Schneider, Jennifer, Lena | Trustee | Oct 2005 (21y) | GP / trustee / elected manager of Degroff/Schneider Revocable Trust (indirect) | |
| Morgan, Michael, Creighton | Chairman | Jan 2006 (21y) | Less than 5% | |
| Morgan, Christine, Rogers | Trustee | Jan 2006 (21y) | GP / trustee / elected manager of The Coastal Hacienda Revocable Trust (indirect) | |
| Pesikoff, David, Laurence | President And Limited Partner | Apr 2008 (18y) | 10% – 25% | |
| Bilyeu, Scott, Michael | Chief Financial Officer; Chief Compliance Officer | May 2008 (18y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Portcullis Investments, Lp | Limited Partner | Apr 2008 | A | 25% – 50% |
| Degroff/Schneider Revocable Trust | Limited Partner | Dec 2015 | A | 10% – 25% |
| The Coastal Hacienda Revocable Trust | Limited Partner | Dec 2015 | A | 10% – 25% |
| Triangle Peak Partners Gp, Llc | General Partner | Apr 2008 | A | Less than 5% |
| Portcullis Holdings, Inc. | Limited Partner | Apr 2008 | B | ≈ 18.75% – 50% via Portcullis Investments, Lp |
| The Coastal Hacienda Revocable Trust | Limited Partner | Dec 2015 | B | ≈ 0% – 2.5% via Triangle Peak Partners Gp, Llc |
| 1811 Pesikoff Marital Trust | Limited Partner | Dec 2015 | B | ≈ 0% – 2.5% via Triangle Peak Partners Gp, Llc |
| Portcullis Gp, Llc | General Partner | Apr 2008 | B | GP / trustee / elected manager of Portcullis Investments, Lp (indirect) |
| Degroff/Schneider Revocable Trust | Limited Partner | Dec 2015 | B | GP / trustee / elected manager of Triangle Peak Partners Gp, Llc (indirect) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Portcullis Holdings, Inc.: 75% – 100% of Portcullis Investments, Lp × 25% – 50% direct ≈ 18.75% – 50% of the firm
- The Coastal Hacienda Revocable Trust: 25% – 50% of Triangle Peak Partners Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- 1811 Pesikoff Marital Trust: 25% – 50% of Triangle Peak Partners Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $271M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Triangle Peak Partners Iii, Lp | Hedge Fund | $134M | $375K | 20 |
| Triangle Peak Partners Ii, Lp | Hedge Fund | $106M | $250K | 31 |
| Triangle Peak Partners Private Equity, Lp | Hedge Fund | $31.2M | $250K | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 2.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗