Tri-Ad Capital Management I, LLC

$619MAssets under management
as of Mar 2026 · SEC Form ADV
Escondido, CA
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Tech stack

No one at Tri-Ad Capital Management I, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $320M held · filed Oct 2024
Umb Bank
Per Form ADV · $83M held · filed Oct 2024