TRIAD INVESTMENT MANAGEMENT

HTTP://WWW.TRIADIM.COM NEWPORT BEACH, CA Investment Advisor How do I update this listing?

Triad Investment Management is based out of Newport Beach. Triad Investment Management is a large advisory firm with 25 clients and discretionary assets under management (AUM) of $124,619,207 (Form ADV from 2018-10-02). Their last reported 13F filing for Q4 2018 included $76,354,000 in managed 13F securities and a top 10 holdings concentration of 37.87%. Triad Investment Management's largest holding is AMC Networks Inc with shares held of 62,079. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TRIAD INVESTMENT MANAGEMENT, LLC
1301 DOVE STREET SUITE 1080
NEWPORT BEACH CA    92660
Country: United States

Business Phone: (949) 679-3991
Fax: 949-851-7912
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 102,457,000
Total Number of Clients: 25
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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