TRI-AD CAPITAL MANAGEMENT I, LLC
CRD #324364 SEC #801-127335 ESCONDIDO, CA 760-743-7555
SEC Registered
Total AUM
$463.4M
Discretionary
$36.5M
Employees
4
Clients
0
Accounts
54
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $463.4M | $36.5M | $426.8M | 4 | 0 |
| Apr 2025 | $463.4M | $36.5M | $426.8M | 4 | 0 |
| Mar 2025 | $463.4M | $36.5M | $426.8M | 4 | 0 |
| Oct 2024 | $408.6M | $28.2M | $380.4M | 4 | 0 |
| Jun 2024 | $408.6M | $28.2M | $380.4M | 4 | 0 |
| Jun 2024 | $408.6M | $28.2M | $380.4M | 4 | 0 |
| Mar 2024 | $408.6M | $28.2M | $380.4M | 4 | 0 |
| Mar 2024 | $408.6M | $28.2M | $380.4M | 4 | 0 |
| Mar 2024 | $408.6M | $28.2M | $380.4M | 4 | 0 |
| Dec 2023 | $361.8M | $3.6M | $358.3M | 5 | 0 |
| Dec 2023 | $361.8M | $3.6M | $358.3M | 5 | 0 |
| Jan 2023 | $361.8M | $3.6M | $358.3M | 5 | 0 |
DateJun 2025
Total AUM$463.4M
Discretionary$36.5M
Non-Disc.$426.8M
Employees4
Clients0
DateApr 2025
Total AUM$463.4M
Discretionary$36.5M
Non-Disc.$426.8M
Employees4
Clients0
DateMar 2025
Total AUM$463.4M
Discretionary$36.5M
Non-Disc.$426.8M
Employees4
Clients0
DateOct 2024
Total AUM$408.6M
Discretionary$28.2M
Non-Disc.$380.4M
Employees4
Clients0
DateJun 2024
Total AUM$408.6M
Discretionary$28.2M
Non-Disc.$380.4M
Employees4
Clients0
DateJun 2024
Total AUM$408.6M
Discretionary$28.2M
Non-Disc.$380.4M
Employees4
Clients0
DateMar 2024
Total AUM$408.6M
Discretionary$28.2M
Non-Disc.$380.4M
Employees4
Clients0
DateMar 2024
Total AUM$408.6M
Discretionary$28.2M
Non-Disc.$380.4M
Employees4
Clients0
DateMar 2024
Total AUM$408.6M
Discretionary$28.2M
Non-Disc.$380.4M
Employees4
Clients0
DateDec 2023
Total AUM$361.8M
Discretionary$3.6M
Non-Disc.$358.3M
Employees5
Clients0
DateDec 2023
Total AUM$361.8M
Discretionary$3.6M
Non-Disc.$358.3M
Employees5
Clients0
DateJan 2023
Total AUM$361.8M
Discretionary$3.6M
Non-Disc.$358.3M
Employees5
Clients0