TRITIUM PARTNERS LLC

C19
CRD 173132·SEC 801-107407·AUSTIN, TX
AUM
$1.86B
$1B+
Est. Revenue
$18.6M
@ 1% on AUM
Est. EBITDA
$5.6M
@ 30% margin
Est. Deal Value
$44.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRITIUM PARTNERS LLC
CRD
173132
SEC file #
801-107407
EIN
000000000
DBA names
Tritium Partners

Economics

AUM
$1.86B
AUM band
$1B+
AUM trajectory
'20'26
$936.9M → $1.86B▲ +99%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
28
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'20'26
14 advisors → 26 advisors▲ +86%
Primary office
AUSTIN TX
Branches

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/23/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LACK, DAVID, ROBERT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LACK, DAVID, ROBERT
SIEGEL, PHILIP, SANDOR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001608450
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2014-05-20
Edgar Last Filing Date
2015-11-18
Edgar Form D Count
3
Edgar Form D Offerings
2015-11-182015-11-18 · 0001608450-15-000001
2014-12-102014-12-10 · 0001608450-14-000004
Edgar Former Names
Tritium I, L.P.

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
C/O TRITIUM PARTNERS LLC221 W. 6TH STREET, SUITE 700AUSTIN, TX 78701
Business
C/O TRITIUM PARTNERS LLC221 W. 6TH STREET, SUITE 700AUSTIN, TX 78701
Edgar EIN
000000000
Edgar Recent Filings
D/A2015-11-18 · 0001608450-15-000001
D/A2014-12-10 · 0001608450-14-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6401345
Trust Company Affiliate
No