Triangle Peak Partners, Lp

Triangle Peak Partners, LP is an investment adviser registered with the SEC, founded in 2008, specializing in portfolio management for high-net-worth individuals and institutional investors. Their investment approach combines top-down analysis with bottom-up research, focusing on venture capital/private equity strategies in technology, alternative energy, and energy/infrastructure sectors. The firm manages three Client Funds, each a limited partnership with separate general partners. The Principals, Michael C. Morgan, Dain F. DeGroff, and David L. Pesikoff, actively manage client assets. Triangle Peak provides discretionary asset management services to the Private Equity Funds, closed to new investors. The firm managed $312,533,997 in assets as of December 31. Fees are based on a percentage of capital commitments, with performance-based profit allocations. Triangle Peak employs fundamental and quantitative analysis for investment decisions, aiming to preserve capital and achieve substantial returns while managing risks. The firm has not been involved in disciplinary proceedings and maintains policies to prevent money laundering. Clients have investment discretion, and Triangle Peak exercises voting rights on client securities. The firm prioritizes client confidentiality and complies with privacy regulations.