Triangle Investment Management, Llc
- Regulatory AUM
- $172M
- Discretionary
- $117M
- Clients
- 3
- Avg AUM / client
- $57.3M
- Accounts
- 3
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $143M | 83.5% |
| Insurance companies | 1 | $28.4M | 16.5% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $128M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Triangle Strategic Opportunities Fund, Lp | Real Estate Fund | Delaware | $66.0M | 5 |
| Agre Triangle Jv Llc | Real Estate Fund | Delaware | $62.0M | 5 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aryeh, Joseph, Tzvi | Chief Financial Officer & Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Azar, David, Irwin | Partner | Dec 2023 (3y) | 10% – 25% | |
| Azrak, Victor, Marvin | Partner | Dec 2023 (3y) | 10% – 25% | |
| Doueck, Morris, (Nmn) | Partner; Manager | Dec 2023 (3y) | 25% – 50% | |
| Pinewski, Michael, Jared | Partner; Manager | Dec 2023 (3y) | 25% – 50% |
Undisclosed: 0% – 30% 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 (2, $128M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Triangle Strategic Opportunities Fund, Lp | Real Estate Fund | $66.0M | $5.0M | 5 |
| Agre Triangle Jv Llc | Real Estate Fund | $62.0M | $0 | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.33 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $28.4M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗