Investment adviser · CRD 329567

TRIANGLE INVESTMENT MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 13, 2026

Regulatory AUM: $172M
Client accounts: 3
Employees: 13
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	2	$143,400,000	83.5%
Insurance companies	1	$28,375,000	16.5%

Filing source

Form ADV 2055522 · Mar 13, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TRIANGLE STRATEGIC OPPORTUNITIES FUND, LPReal Estate Fund · Last reported Mar 13, 2026$88.5MGross asset value

Form D fundraising filings

Triangle Strategic Opportunities Fund, LP

Fund administrator TMF GROUP CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CROWE LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CROWE LLP
PCAOB 173

Fund details & source

Fund ID: 805-7022967905
Reported beneficial owners: 86
Minimum commitment: $5M
Form D file number: 021-511883

Form ADV 2055522 · Mar 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AGRE TRIANGLE JV LLCReal Estate Fund · Last reported Mar 13, 2026$54.9MGross asset value

Auditor CBIZ NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CBIZ
PCAOB 688

Fund details & source

Fund ID: 805-4394255220
Reported beneficial owners: 5
Minimum commitment: $0

Form ADV 2055522 · Mar 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 13, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

1370 AVENUE OF THE AMERICAS, 30TH FLOOR
NEW YORK, NY, 10019, United States

CRD 329567

Filing source

Form ADV 2055522 · Mar 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.