TRIAD INVESTMENT MANAGEMENT, LLC
CRD #146786 SEC #801-68966 NEWPORT BEACH, CA (949) 679-3991
SEC Registered
Total AUM
$76.9M
Discretionary
$76.9M
Employees
2
Clients
11
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $76.9M | $76.9M | $0 | 2 | 0 |
| Jun 2023 | $76.9M | $76.9M | $0 | 2 | 0 |
| Jun 2023 | $76.9M | $76.9M | $0 | 2 | 0 |
| May 2023 | $76.9M | $76.9M | $0 | 2 | 0 |
| Mar 2023 | $76.9M | $76.9M | $0 | 2 | 0 |
| Apr 2022 | $124.9M | $124.9M | $0 | 2 | 0 |
| Mar 2022 | $124.9M | $124.9M | $0 | 2 | 0 |
| Feb 2022 | $124.9M | $124.9M | $0 | 2 | 0 |
| Aug 2021 | $103.5M | $103.5M | $0 | 2 | 1 |
| Jul 2021 | $103.5M | $103.5M | $0 | 2 | 1 |
| Feb 2021 | $103.5M | $103.5M | $0 | 2 | 1 |
| Oct 2020 | $121.8M | $121.8M | $0 | 2 | 1 |
| Jun 2020 | $121.8M | $121.8M | $0 | 2 | 1 |
| Jan 2020 | $121.8M | $121.8M | $0 | 2 | 1 |
| Feb 2019 | $106.6M | $106.6M | $0 | 2 | 0 |
| Oct 2018 | $124.6M | $124.6M | $0 | 2 | 0 |
| Feb 2018 | $124.6M | $124.6M | $0 | 2 | 0 |
| Jul 2017 | $120.2M | $120.2M | $0 | 2 | 11 |
| Mar 2017 | $120.2M | $120.2M | $0 | 2 | 11 |
| Mar 2016 | $107.4M | $107.4M | $0 | 2 | 11 |
| Jul 2015 | $136.9M | $131.5M | $5.3M | 3 | 11 |
| Mar 2015 | $136.9M | $131.5M | $5.3M | 3 | 11 |
| Mar 2015 | $136.9M | $131.5M | $5.3M | 3 | 11 |
| May 2014 | $133.1M | $127.9M | $5.2M | 2 | 11 |
| Mar 2014 | $133.1M | $127.9M | $5.2M | 2 | 11 |
| Dec 2013 | $114.7M | $112.5M | $2.1M | 2 | 11 |
| Nov 2013 | $114.7M | $112.5M | $2.1M | 2 | 11 |
| Oct 2013 | $114.7M | $112.5M | $2.1M | 2 | 11 |
| Apr 2013 | $114.7M | $112.5M | $2.1M | 2 | 11 |
| Mar 2013 | $114.7M | $112.5M | $2.1M | 2 | 11 |
| Jan 2013 | $91.5M | $88.8M | $2.7M | 1 | 11 |
| Nov 2012 | $91.5M | $88.8M | $2.7M | 1 | 11 |
| Jul 2012 | $91.5M | $88.8M | $2.7M | 1 | 11 |
| Feb 2012 | $91.5M | $88.8M | $2.7M | 1 | 11 |
| Feb 2010 | $34.2M | $34.2M | $0 | 5 | -- |
| Mar 2009 | $25.1M | $25.1M | $0 | 5 | -- |
DateJun 2023
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees2
Clients1
DateJul 2021
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees2
Clients1
DateFeb 2021
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees2
Clients1
DateOct 2020
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients1
DateJun 2020
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients1
DateJan 2020
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients1
DateFeb 2019
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees2
Clients11
DateMar 2017
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees2
Clients11
DateMar 2016
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees2
Clients11
DateJul 2015
Total AUM$136.9M
Discretionary$131.5M
Non-Disc.$5.3M
Employees3
Clients11
DateMar 2015
Total AUM$136.9M
Discretionary$131.5M
Non-Disc.$5.3M
Employees3
Clients11
DateMar 2015
Total AUM$136.9M
Discretionary$131.5M
Non-Disc.$5.3M
Employees3
Clients11
DateMay 2014
Total AUM$133.1M
Discretionary$127.9M
Non-Disc.$5.2M
Employees2
Clients11
DateMar 2014
Total AUM$133.1M
Discretionary$127.9M
Non-Disc.$5.2M
Employees2
Clients11
DateDec 2013
Total AUM$114.7M
Discretionary$112.5M
Non-Disc.$2.1M
Employees2
Clients11
DateNov 2013
Total AUM$114.7M
Discretionary$112.5M
Non-Disc.$2.1M
Employees2
Clients11
DateOct 2013
Total AUM$114.7M
Discretionary$112.5M
Non-Disc.$2.1M
Employees2
Clients11
DateApr 2013
Total AUM$114.7M
Discretionary$112.5M
Non-Disc.$2.1M
Employees2
Clients11
DateMar 2013
Total AUM$114.7M
Discretionary$112.5M
Non-Disc.$2.1M
Employees2
Clients11
DateJan 2013
Total AUM$91.5M
Discretionary$88.8M
Non-Disc.$2.7M
Employees1
Clients11
DateNov 2012
Total AUM$91.5M
Discretionary$88.8M
Non-Disc.$2.7M
Employees1
Clients11
DateJul 2012
Total AUM$91.5M
Discretionary$88.8M
Non-Disc.$2.7M
Employees1
Clients11
DateFeb 2012
Total AUM$91.5M
Discretionary$88.8M
Non-Disc.$2.7M
Employees1
Clients11
DateFeb 2010
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees5
Clients--