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AMERICAN TRIPLE I, LLC

CRD 318463File 801-127047
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$832.2M
Above cohort median (national)
Discretionary AUM
$432.2M
Non-discretionary $400.0M
Clients
3
3 accounts
Employees
11
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Dec 16, 2022
Principal office
405 LEXINGTON AVENUE, 33RD FLOOR, NEW YORK, NY, 10174
Phone
(917) 512-6599

Assets & accounts

ADV Item 5F
Total regulatory AUM
$832.2M
Discretionary AUM
$432.2M
Non-discretionary AUM
$400.0M
Discretionary accounts
2
Non-discretionary accounts
1
Total accounts
3
AUM per client
$277.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisers1$400.0M
Pooled investment vehicles2$432.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

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

DateFieldFromToChange
Apr 1, 2026AUM$829,173,488$832,213,457increased by$3,039,969
May 1, 2025
vs Oct 1, 2022
RegistrationAPPROVED-120APPROVED
May 1, 2025
vs Oct 1, 2022
Employees1711decreased by6
May 1, 2025
vs Oct 1, 2022
CustodyNoYes
May 1, 2025
vs Oct 1, 2022
Clients03increased by3
May 1, 2025
vs Oct 1, 2022
AUM$0$829,173,488increased by$829,173,488
May 1, 2025
vs Oct 1, 2022
Accounts03increased by3
Aug 1, 2022Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “AMERICAN TRIPLE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERICAN TRIPLE” may also match similarly-named firms). Confirm identity against each filing.

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.