Investment adviser · CRD 312489

TRIWEST CAPITAL PARTNERS

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

TRIWEST CAPITAL PARTNERS MANAGEMENT INC.

CALGARY, ALBERTA, Canada · Form ADV filed Mar 25, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

8 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.

TRIWEST CAPITAL PARTNERS V, L.P.Private Equity Fund · Last reported Mar 25, 2026$315MGross asset value
Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-2969279120
Reported beneficial owners
47
Minimum commitment
$10M

Form ADV 2077488 · Mar 25, 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.

TRIWEST LOWER MID-MARKET FUND I, L.P.Private Equity Fund · Last reported Mar 25, 2026$199MGross asset value
Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-4742675549
Reported beneficial owners
97
Minimum commitment
$1M

Form ADV 2077488 · Mar 25, 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.

TRIWEST CAPITAL PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 25, 2026$73.9MGross asset value
Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-9261307128
Reported beneficial owners
44
Minimum commitment
$1M

Form ADV 2077488 · Mar 25, 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.

TRIWEST MID-MARKET FUND VI, L.P.Private Equity Fund · Last reported Mar 25, 2026$68.4MGross asset value
Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-5849706987
Reported beneficial owners
132
Minimum commitment
$10M

Form ADV 2077488 · Mar 25, 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.

TRIWEST CAPITAL PARTNERS V (US), L.P.Private Equity Fund · Last reported Mar 25, 2026$63.4MGross asset value

Form D fundraising filings

TriWest Capital Partners V (US), L.P.

Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-3576891005
Reported beneficial owners
7
Minimum commitment
$10M
Form D file number
021-233911

Form ADV 2077488 · Mar 25, 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.

TRIWEST CAPITAL PARTNERS IV (US),L.P.Private Equity Fund · Last reported Mar 25, 2026$9.02MGross asset value
Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-1799244656
Reported beneficial owners
7
Minimum commitment
$10M
Form D file number
021-1705597

Form ADV 2077488 · Mar 25, 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.

TRIWEST MID-MARKET FUND VI (US), L.P.Private Equity Fund · Last reported Mar 25, 2026$2.84MGross asset value
Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-9575285580
Reported beneficial owners
7
Minimum commitment
$10M
Form D file number
021-1954725

Form ADV 2077488 · Mar 25, 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 25, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

4600, 400 - 3RD AVE SW
CALGARY, ALBERTA, T2P 4H2, Canada

CRD 312489

Filing source

Form ADV 2077488 · Mar 25, 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.