Investment adviser · CRD 324138

TRIARTISAN CAPITAL ADVISORS LLC

Investment adviser filing (IA)

WEST PALM BEACH, FL, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $1.56B
Client accounts: 9
Employees: 7
Advisory professionals: 6

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	7	$1,508,014,559	96.8%
Corporations & businesses	2	$49,055,173	3.2%

Filing source

Form ADV 2077422 · Mar 30, 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

10 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.

TRIARTISAN ES PARTNERS II LPPrivate Equity Fund · Last reported Mar 30, 2026$1.18BGross asset value

Fund administrator CITCO (CANADA) INC. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA 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: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

BANK OF AMERICA N.A.
LEI B4TYDEB6GKMZ0031MB27

Fund details & source

Fund ID: 805-3064330477
Reported beneficial owners: 27
Minimum commitment: $100K
Form D file number: 021-334985

Form ADV 2077422 · Mar 30, 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.

TRIARTISAN ES PARTNERSPrivate Equity Fund · Last reported Mar 30, 2026$208MGross asset value

Form D fundraising filings

TriArtisan ES Partners LLC

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA 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: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

BANK OF AMERICA N.A.
LEI B4TYDEB6GKMZ0031MB27

Fund details & source

Fund ID: 805-6638573300
Reported beneficial owners: 28
Minimum commitment: $10K
Form D file number: 021-335169

Form ADV 2077422 · Mar 30, 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.

TRIARTISAN PFC PARTNERS LLCPrivate Equity Fund · Last reported Mar 30, 2026$77.5MGross asset value

Form D fundraising filings

TriArtisan PFC Partners LLC

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA 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: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

BANK OF AMERICA N.A.
LEI B4TYDEB6GKMZ0031MB27

Fund details & source

Fund ID: 805-7687430784
Reported beneficial owners: 83
Minimum commitment: $10K
Form D file number: 021-334985

Form ADV 2077422 · Mar 30, 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.

TRIARTISAN SPECIAL OPPORTUNITIES FUND I LPPrivate Equity Fund · Last reported Mar 30, 2026$14MGross asset value

Form D fundraising filings

TriArtisan Special Opportunities Fund I LP

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA 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: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

BANK OF AMERICA N.A.
LEI B4TYDEB6GKMZ0031MB27

Fund details & source

Fund ID: 805-1606678814
Reported beneficial owners: 28
Minimum commitment: $100K
Form D file number: 021-428997

Form ADV 2077422 · Mar 30, 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.

TRIARTISAN ORLANDO PARTNERS LLCPrivate Equity Fund · Last reported Mar 30, 2026$9.82MGross asset value

Form D fundraising filings

TriArtisan Orlando Partners LLC

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FULVIO & ASSOCIATES LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA 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: Yes
External marketing: No

FULVIO & ASSOCIATES LLP
PCAOB 6529

BANK OF AMERICA N.A.
LEI B4TYDEB6GKMZ0031MB27

Fund details & source

Fund ID: 805-9089634193
Reported beneficial owners: 36
Minimum commitment: $10K
Form D file number: 021-309632

Form ADV 2077422 · Mar 30, 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.

TRIARTISAN SBE PARTNERS LLCPrivate Equity Fund · Last reported Mar 30, 2026$4.78MGross asset value

Form D fundraising filings

TriArtisan sbe Partners LLC

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor FULVIO & ASSOCIATES LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA 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: Yes
External marketing: No

FULVIO & ASSOCIATES LLP
PCAOB 6529

BANK OF AMERICA N.A.
LEI B4TYDEB6GKMZ0031MB27

Fund details & source

Fund ID: 805-6969726370
Reported beneficial owners: 29
Minimum commitment: $100K
Form D file number: 021-429897

Form ADV 2077422 · Mar 30, 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.

TRIARTISAN DANDY PARTNERS LLCPrivate Equity Fund · Last reported Mar 30, 2026$369KGross asset value

Form D fundraising filings

TriArtisan Dandy Partners LLC

Fund administrator CITCO (CANADA) INC. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FULVIO & ASSOCIATES LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA 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: Yes
External marketing: No

FULVIO & ASSOCIATES LLP
PCAOB 6529

BANK OF AMERICA N.A.
LEI B4TYDEB6GKMZ0031MB27

Fund details & source

Fund ID: 805-3592590558
Reported beneficial owners: 7
Minimum commitment: $100K
Form D file number: 021-444395

Form ADV 2077422 · Mar 30, 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 30, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

222 LAKEVIEW AVENUE, SUITE 800
WEST PALM BEACH, FL, 33401, United States

CRD 324138

Filing source

Form ADV 2077422 · Mar 30, 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.