SourcingSourcing

TRIATOMIC MANAGEMENT LP

C34
CRD 312408·SEC 801-120359·PALO ALTO, CA
AUM
$346.3M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRIATOMIC MANAGEMENT LP
CRD
312408
SEC file #
801-120359
EIN
000000000
DBA names
Triatomic Capital

Economics

AUM
$346.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$178.0M → $346.3M▲ +95%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'22'26
3 advisors → 6 advisors▲ +100%
Primary office
PALO ALTO CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/triatomic(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ZHOU, XIAOTONG, (NMN)
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
ZHOU, XIAOTONG, (NMN)
HOCHBERG, STEVEN, I (MIO)
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:triatomic.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001852813
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2021-03-31
Edgar Last Filing Date
2024-11-13
Edgar 13f Count
13
Edgar 13f Latest AUM Estimate
Filing Date2024-11-13
Accession0001172661-24-004673
Edgar Form D Count
1
Edgar Form D Offerings
2021-03-312021-03-31 · 0000905718-21-000481
Edgar Former Names
Hongkou Capital LP

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
Full
Jpmorgan15
E*trade4
Edgar Addresses
Mailing
505 HAMILTON AVENUESUITE 330PALO ALTO, CA 94301
Business
505 HAMILTON AVENUESUITE 330PALO ALTO, CA 94301
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2024-11-13 · 0001172661-24-004673
N-PX2024-08-29 · 0001172661-24-003855
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6469025
Trust Company Affiliate
No

People (5)

5
ZHOU, XIAOTONG, (NMN)
Direct Owner · 87.5%
6469025
HOCHBERG, STEVEN, I (MIO)
Executive Officer · 2.5%
1487431
HUBER, JEFFREY, TERRENCE
Executive Officer · 2.5%
7808777
SAUERHOFF, JEFFREY, MASON
Executive Officer · 2.5%
6050302
FAWZY, MARTIN, MITCHELL
Executive Officer · 2.5%
4424481