Triton Pacific Healthcare Partners, Llc
- Regulatory AUM
- $380M
- Discretionary
- $380M
- Clients
- 5
- Avg AUM / client
- $75.9M
- Accounts
- 5
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $380M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $233M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Upa Investors, Lp | Private Equity Fund | Delaware | $162M | 30 |
| Ipa Investors, Lp | Private Equity Fund | Delaware | $57.3M | 28 |
| Iwp Tigers, Lp | Private Equity Fund | Delaware | $11.1M | 41 |
| Wpx Investors Ii, Llc | Private Equity Fund | Delaware | $3.3M | 17 |
| Wpx Investors, Lllp | Private Equity Fund | Delaware | $0 | 27 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Faggen, Craig, Jeffrey | President | Apr 2011 (15y) | ≈ 42.19% – 100% via Faggen Family Trust | |
| Carroll, Michael, Louis | Chief Compliance Officer And Chief Financial Officer | Jun 2012 (14y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Triton Pacific Capital Partners Llc | Shareholder | Apr 2011 | A | 75% or more |
| Faggen Family Trust | Member | Oct 2023 | B | ≈ 56.25% – 100% via Triton Pacific Capital Partners Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Faggen, Craig, Jeffrey: 75% – 100% of Faggen Family Trust × 75% – 100% of Triton Pacific Capital Partners Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Faggen Family Trust: 75% – 100% of Triton Pacific Capital Partners Llc × 75% – 100% direct ≈ 56.25% – 100% 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 (5, $233M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Upa Investors, Lp | Private Equity Fund | $162M | $100K | 30 |
| Ipa Investors, Lp | Private Equity Fund | $57.3M | $100K | 28 |
| Iwp Tigers, Lp | Private Equity Fund | $11.1M | $100K | 41 |
| Wpx Investors Ii, Llc | Private Equity Fund | $3.3M | $50.0K | 17 |
| Wpx Investors, Lllp | Private Equity Fund | $0 | $50.0K | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.8 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
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: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗