Trigate Management Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.1B
- Clients
- 10
- Avg AUM / client
- $128M
- Accounts
- 10
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $1.3B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $686M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Trigate Property Partners Iv Lp | Real Estate Fund | Delaware | $235M | 10 |
| Trigate Calstrs Partnership Lp | Real Estate Fund | Delaware | $137M | 2 |
| Trigate Property Partners Iii Lp | Real Estate Fund | Delaware | $131M | 6 |
| Trigate Property Partners Iv Parallel Lp | Real Estate Fund | Delaware | $86.0M | 2 |
| Trigate Property Partners Ii Lp | Real Estate Fund | Delaware | $46.6M | 12 |
| Trigate Collaborative Managed Account Lp | Real Estate Fund | Delaware | $32.5M | 2 |
| Trigate Iii Calstrs Co Invest Lp | Real Estate Fund | Delaware | $17.4M | 2 |
| Trigate Growth And Income Partnership Lp | Real Estate Fund | Delaware | $0 | 2 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Henry (Iii), John, Armstrong | Shareholder | Dec 2003 (23y) | 25% – 50% of Jah Capital Corporation (indirect) | |
| Henry (Iv), John, Armstrong | Managing Member | Dec 2007 (19y) | ≈ 6.25% – 25% via Jph Investments Llc | |
| Jeffrey Scott Yarckin | Managing Member | Dec 2007 (19y) | 10% – 25% | |
| Pettee, Jonathan, Starr | Managing Member | Dec 2007 (19y) | 10% – 25% | |
| Henry, Pilar, Tabarnero | Co Trustee | Jan 2008 (19y) | 25% – 50% of Jph Investments (indirect) | |
| Vetter, James, Richard | Chief Compliance Officer; Chief Financial Officer | Apr 2008 (18y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| John A Henry & Co., Ltd | Member | Dec 2007 | A | 25% – 50% |
| Jph Investments Llc | Member | Dec 2007 | A | 25% – 50% |
| California State Teachers' Retirement System | Member | Dec 2007 | A | 10% – 25% |
| Jah Capital Corporation | General Partner | Dec 2003 | B | GP / trustee / elected manager of John A Henry & Co., Ltd (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Henry (Iv), John, Armstrong: 25% – 50% of Jph Investments Llc × 25% – 50% direct ≈ 6.25% – 25% 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 (8, $686M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Trigate Property Partners Iv Lp | Real Estate Fund | $235M | $250K | 10 |
| Trigate Calstrs Partnership Lp | Real Estate Fund | $137M | $0 | 2 |
| Trigate Property Partners Iii Lp | Real Estate Fund | $131M | $300K | 6 |
| Trigate Property Partners Iv Parallel Lp | Real Estate Fund | $86.0M | $150K | 2 |
| Trigate Property Partners Ii Lp | Real Estate Fund | $46.6M | $0 | 12 |
| Trigate Collaborative Managed Account Lp | Real Estate Fund | $32.5M | $10.0K | 2 |
| Trigate Iii Calstrs Co Invest Lp | Real Estate Fund | $17.4M | $0 | 2 |
| Trigate Growth And Income Partnership Lp | Real Estate Fund | $0 | $10.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 2.69 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗