Investment adviser · CRD 329737

TRITON PACIFIC HEALTHCARE PARTNERS, LLC

Investment adviser filing (IA)

SAN JUAN CAPISTRANO, CA, United States · Form ADV filed Jul 2, 2026

Regulatory AUM
$380M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles5$379,622,227100.0%
Filing source

Form ADV 2115253 · Jul 2, 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

6 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.

UPA INVESTORS, LPPrivate Equity Fund · Last reported Jul 2, 2026$212MGross asset value

Form D fundraising filings

UPA Investors LP

Auditor CHERRY BEKAERT LLP RALEIGH, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

CHERRY BEKAERT LLP
PCAOB 677

Fund details & source
Fund ID
805-5683605514
Reported beneficial owners
30
Minimum commitment
$100K
Form D file number
021-397347

Form ADV 2115253 · Jul 2, 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.

IPA INVESTORS, LPPrivate Equity Fund · Last reported Jul 2, 2026$102MGross asset value

Form D fundraising filings

IPA Investors, LP

Auditor CHERRY BEKAERT LLP RALEIGH, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

CHERRY BEKAERT LLP
PCAOB 677

Fund details & source
Fund ID
805-3622509889
Reported beneficial owners
18
Minimum commitment
$100K
Form D file number
021-469324

Form ADV 2115253 · Jul 2, 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.

ABI INVESTORS, LPPrivate Equity Fund · Last reported Jul 2, 2026$54.7MGross asset value
Auditor CHERRY BEKAERT LLP RALEIGH, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

CHERRY BEKAERT LLP
PCAOB 677

Fund details & source
Fund ID
805-9235277990
Reported beneficial owners
21
Minimum commitment
$25K
Form D file number
021-2051046

Form ADV 2115253 · Jul 2, 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.

IWP TIGERS, LPPrivate Equity Fund · Last reported Jul 2, 2026$11.4MGross asset value
Auditor CHERRY BEKAERT LLP RALEIGH, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

CHERRY BEKAERT LLP
PCAOB 677

Fund details & source
Fund ID
805-6339664659
Reported beneficial owners
42
Minimum commitment
$100K

Form ADV 2115253 · Jul 2, 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.

WPX INVESTORS II, LLCPrivate Equity Fund · Last reported Mar 31, 2025$3.3MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9491164931
Reported beneficial owners
17
Minimum commitment
$50K
Form D file number
021-93165

Form ADV 1968367 · Mar 31, 2025 · 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.

WPX INVESTORS, LLLPPrivate Equity Fund · Last reported Mar 31, 2025$0Gross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1216535481
Reported beneficial owners
27
Minimum commitment
$50K
Form D file number
021-52905

Form ADV 1968367 · Mar 31, 2025 · 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: Jul 2, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Fixed · Performance-based

Principal office

31473 RANCHO VIEJO ROAD, SUITE 201
SAN JUAN CAPISTRANO, CA, 92675, United States

CRD 329737

Filing source

Form ADV 2115253 · Jul 2, 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.