TRIPLEPOINT ADVISERS LLC

MENLO PARK, California·6 registered advisors·CRD# 168948
SEC# 801-787573650-854-2090
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
70
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at TRIPLEPOINT ADVISERS LLC

6 registered advisors
Christoper M. Mathieu
MENLO PARK, California
Harold Frank Zagunis
MENLO PARK, California
James Peter Labe
MENLO PARK, California
Sajal Kumar Srivastava
MENLO PARK, California
Simon J Huang
MENLO PARK, California
Steven Mitchell Levinson
MENLO PARK, California
05

Office Locations

MENLO PARK, California
6 advisors

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Data sourced from SEC Form ADV filings. TRIPLEPOINT ADVISERS LLC (CRD# 168948) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.