TRICAPITAL ADVISORS INC
CRD #109224 SEC #801-55933 NORTH BETHESDA, MD 301-231-8181
SEC Registered
Total AUM
$173.3M
Discretionary
$167M
Employees
10
Clients
26
Accounts
888
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2016 | $173.3M | $167M | $6.4M | 10 | 200 |
| Mar 2016 | $173.3M | $167M | $6.4M | 10 | 200 |
| Feb 2015 | $179.5M | $173.2M | $6.3M | 10 | 200 |
| Aug 2014 | $188.1M | $182M | $6.1M | 10 | 200 |
| Mar 2014 | $188.1M | $182M | $6.1M | 13 | 200 |
| Sep 2013 | $176.9M | $171.5M | $5.4M | 14 | 200 |
| Aug 2013 | $176.9M | $171.5M | $5.4M | 12 | 200 |
| Aug 2013 | $176.9M | $171.5M | $5.4M | 12 | 200 |
| Jun 2013 | $176.9M | $171.5M | $5.4M | 12 | 200 |
| Mar 2013 | $176.9M | $171.5M | $5.4M | 12 | 200 |
| Mar 2012 | $160M | $155.2M | $4.8M | 11 | 200 |
| Mar 2011 | $162.9M | $158.3M | $4.6M | -- | -- |
| Mar 2010 | $146.9M | $142.6M | $4.2M | -- | -- |
| Mar 2007 | $158.2M | $133.6M | $24.6M | -- | -- |
| Mar 2006 | $205.7M | $159M | $46.7M | 5 | -- |
| Mar 2006 | $205.7M | $159M | $46.7M | 5 | -- |
| Oct 2005 | $179.6M | $141.6M | $38M | 5 | -- |
| Oct 2005 | $179.6M | $141.6M | $38M | 5 | -- |
| Jan 2005 | $143.1M | $115.2M | $27.9M | 5 | -- |
| Apr 2004 | $143.1M | $115.2M | $27.9M | 5 | -- |
| Mar 2002 | $58.1M | $57.5M | $632.5K | 5 | -- |
DateAug 2016
Total AUM$173.3M
Discretionary$167M
Non-Disc.$6.4M
Employees10
Clients200
DateMar 2016
Total AUM$173.3M
Discretionary$167M
Non-Disc.$6.4M
Employees10
Clients200
DateFeb 2015
Total AUM$179.5M
Discretionary$173.2M
Non-Disc.$6.3M
Employees10
Clients200
DateAug 2014
Total AUM$188.1M
Discretionary$182M
Non-Disc.$6.1M
Employees10
Clients200
DateMar 2014
Total AUM$188.1M
Discretionary$182M
Non-Disc.$6.1M
Employees13
Clients200
DateSep 2013
Total AUM$176.9M
Discretionary$171.5M
Non-Disc.$5.4M
Employees14
Clients200
DateAug 2013
Total AUM$176.9M
Discretionary$171.5M
Non-Disc.$5.4M
Employees12
Clients200
DateAug 2013
Total AUM$176.9M
Discretionary$171.5M
Non-Disc.$5.4M
Employees12
Clients200
DateJun 2013
Total AUM$176.9M
Discretionary$171.5M
Non-Disc.$5.4M
Employees12
Clients200
DateMar 2013
Total AUM$176.9M
Discretionary$171.5M
Non-Disc.$5.4M
Employees12
Clients200
DateMar 2012
Total AUM$160M
Discretionary$155.2M
Non-Disc.$4.8M
Employees11
Clients200
DateMar 2011
Total AUM$162.9M
Discretionary$158.3M
Non-Disc.$4.6M
Employees--
Clients--
DateMar 2010
Total AUM$146.9M
Discretionary$142.6M
Non-Disc.$4.2M
Employees--
Clients--
DateMar 2007
Total AUM$158.2M
Discretionary$133.6M
Non-Disc.$24.6M
Employees--
Clients--
DateMar 2006
Total AUM$205.7M
Discretionary$159M
Non-Disc.$46.7M
Employees5
Clients--
DateMar 2006
Total AUM$205.7M
Discretionary$159M
Non-Disc.$46.7M
Employees5
Clients--
DateOct 2005
Total AUM$179.6M
Discretionary$141.6M
Non-Disc.$38M
Employees5
Clients--
DateOct 2005
Total AUM$179.6M
Discretionary$141.6M
Non-Disc.$38M
Employees5
Clients--
DateJan 2005
Total AUM$143.1M
Discretionary$115.2M
Non-Disc.$27.9M
Employees5
Clients--
DateApr 2004
Total AUM$143.1M
Discretionary$115.2M
Non-Disc.$27.9M
Employees5
Clients--
DateMar 2002
Total AUM$58.1M
Discretionary$57.5M
Non-Disc.$632.5K
Employees5
Clients--