Triguard Management Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 7
- Avg AUM / client
- $269M
- Accounts
- 7
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $1.9B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Montauk Triguard Fund Ix Lp | Private Equity Fund | Delaware | $682M | 296 |
| Montauk Triguard Fund Viii Lp | Private Equity Fund | Delaware | $604M | 254 |
| Montauk Triguard Fund Vii Lp | Private Equity Fund | Delaware | $438M | 182 |
| Montauk Triguard Fund Vi Lp | Private Equity Fund | Delaware | $173M | 100 |
| Montauk Triguard Fund V Lp | Private Equity Fund | Delaware | $93.9M | 73 |
| Montauk Triguard Fund Iv Lp | Private Equity Fund | Delaware | $34.1M | 60 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Smith, Brian, M | Senior Advisor | Feb 2007 (20y) | Less than 5% | |
| Becker, Eric, John | Principal, Cfo | Aug 2013 (13y) | Less than 5% | |
| Gessay, Sean, Michael | Principal, Cco | Jan 2015 (12y) | Less than 5% | |
| Pfohl, Edgar, John | Retired | Aug 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ronn Cornelius, Trustee Of The Cornelius Family Trust | Managing Member | Nov 2023 | A | 50% – 75% |
| Samuel Tang, Trustee Of The 2006 S&T Tang Family Trust Dated July 23, 2019 | Managing Member | Nov 2023 | A | 50% – 75% |
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 (6, $2.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Montauk Triguard Fund Ix Lp | Private Equity Fund | $682M | $10.0M | 296 |
| Montauk Triguard Fund Viii Lp | Private Equity Fund | $604M | $10.0M | 254 |
| Montauk Triguard Fund Vii Lp | Private Equity Fund | $438M | $10.0M | 182 |
| Montauk Triguard Fund Vi Lp | Private Equity Fund | $173M | $5.0M | 100 |
| Montauk Triguard Fund V Lp | Private Equity Fund | $93.9M | $5.0M | 73 |
| Montauk Triguard Fund Iv Lp | Private Equity Fund | $34.1M | $5.0M | 60 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 2.53 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: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗