Tritium Partners
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Overview
Tritium Partners is a financial advisory firm located in Austin, Texas. The company has $1.9 billion in assets under management over 10 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 23 financial advisors. Tritium Partners is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets such as bonds, stocks and options.
Tritium Partners manages all of the company's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell choices without needing the client's authorization. The investment advisory firm manages about $192.9 million in assets for every account. The typical financial advisor at Tritium Partners manages fewer than one client account, placing it among the most individualized firms in the country.
Tritium Partners's headquarters is located at 1011 South Congress Ave., Austin, Texas 78704. It is legally registered to serve investors across a few states, including Texas and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tritium Partners by the Numbers
$1.9 billion
25
10
$192.9 million
Fee Structure
Financial management fees usually vary depending on which services the firm provides the client. However, fee types billed by the firm can include the following fee structures: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Tritium Partners works with pooled investment vehicles. Out of its 10 customers, Tritium Partners's largest client type is pooled investment vehicles. None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Tritium Partners does not have any disclosures.
Please visit its Form ADV for more details.
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