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TRIGATE MANAGEMENT LLC

CRD 158083File 801-73441
APPROVED
Custody
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$1.09B
Non-discretionary $189.5M
Clients
10
10 accounts
Employees
20
Above cohort median in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Mar 28, 2012
Principal office
1717 MAIN STREET, SUITE 2600, DALLAS, TX, 75201
Phone
214-615-3355

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.28B
Discretionary AUM
$1.09B
Non-discretionary AUM
$189.5M
Discretionary accounts
6
Non-discretionary accounts
4
Total accounts
10
AUM per client
$128.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles10$1.28B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
Yes
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.