Tricon Capital Gp Inc
- Regulatory AUM
- $152M
- Discretionary
- $152M
- Clients
- 9
- Avg AUM / client
- $16.9M
- Accounts
- 9
- Employees
- 141
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $152M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $125M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tricon Housing Partners Us Lp | Real Estate Fund | Delaware | $57.1M | 3 |
| Tricon Housing Partners Us Ii B Lp | Real Estate Fund | Delaware | $26.6M | 24 |
| Tricon Housing Partners Us Ii A Lp | Real Estate Fund | Delaware | $19.6M | 2 |
| Tri Continental Capital Vii, L.P. | Real Estate Fund | Delaware | $11.4M | 25 |
| Tricon Housing Partners Us Ii B 2 Lp | Real Estate Fund | Delaware | $9.9M | 4 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Berman, Gary, Ivor | President, Chief Executive Officer | Mar 2015 (11y) | Less than 5% | |
| Francis, Wissam | Executive Vice President, Chief Financial Officer | Aug 2015 (11y) | Less than 5% | |
| Mcmullan, Gina | Chief Accounting Officer | Jan 2022 (5y) | Less than 5% | |
| Veneziano, David | Executive Vice President, Chief Legal Officer, Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Baldridge, Kevin | Chief Operating Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tricon Residential Canada Ulc | Parent Company | May 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (5, $125M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tricon Housing Partners Us Lp | Real Estate Fund | $57.1M | $150K | 3 |
| Tricon Housing Partners Us Ii B Lp | Real Estate Fund | $26.6M | $150K | 24 |
| Tricon Housing Partners Us Ii A Lp | Real Estate Fund | $19.6M | $150K | 2 |
| Tri Continental Capital Vii, L.P. | Real Estate Fund | $11.4M | $150K | 25 |
| Tricon Housing Partners Us Ii B 2 Lp | Real Estate Fund | $9.9M | $150K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.86 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗