TRIARTISAN CAPITAL ADVISORS LLC

CRD 324138File 801-127084

APPROVED

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.56B

Above cohort median (national)

Discretionary AUM

$1.56B

Clients

9 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jan 3, 2023
Principal office: 222 LAKEVIEW AVENUE, SUITE 800, WEST PALM BEACH, FL, 33401
Phone: (561) 295-3485
Website: https://www.triartisan.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.56B
Discretionary AUM: $1.56B
Non-discretionary AUM: $0
Discretionary accounts: 9
Non-discretionary accounts: 0
Total accounts: 9
AUM per client: $173.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$49.1M
Pooled investment vehicles	7	$1.51B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SEE SCHEDULE D MISCELLANEOUS
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: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.