Investment adviser · CRD 109224

TRICAPITAL ADVISORS INC

Investment adviser filing (IA)

NORTH BETHESDA, MD, United States · Form ADV filed Aug 9, 2016

Regulatory AUM
$173M
Form ADV · Item 5.F
Client accounts
888
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 9, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

11140 ROCKVILLE PIKE, STE 600
NORTH BETHESDA, MD, 20852, United States

CRD 109224

Filing source

Form ADV 1033975 · Aug 9, 2016 · 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.