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

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 25, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Aitken, Hilarie, Ann	I	CEO & PRESIDENT	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Boyd, Tina, Davis	I	VICE PRESIDENT AND SECRETARY	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
Simons, Judy, Ann	I	CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, JENNIFER	I	CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, JENNIFER	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control
NAVIA BENEFITS SOLUTIONS, INC	DE	SHAREHOLDER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
Aitken, Hilarie, Ann	I	NORTH TOPCO, LLC	F	Control
Aitken, Hilarie, Ann	I	NORTH TOPCO, LLC	F	Control
Aitken, Hilarie, Ann	I	NORTH TOPCO, LLC	F	Control
Aitken, Hilarie, Ann	I	NORTH TOPCO, LLC	F	Control
Aitken, Hilarie, Ann	I	NORTH TOPCO, LLC	F	Control
Aitken, Hilarie, Ann	I	NORTH TOPCO, LLC	F	Control
Aitken, Hilarie, Ann	I	NORTH TOPCO, LLC	F	Control
Aitken, Hilarie, Ann	I	NORTH TOPCO, LLC	F	Control
Aitken, Hilarie, Ann	I	NORTH TOPCO, LLC	F	Control
NORTH HOLDCO, INC.	DE	NAVIA BENEFITS SOLUTIONS, INC	E	Control
NORTH HOLDCO, INC.	DE	NAVIA BENEFITS SOLUTIONS, INC	E	Control
NORTH HOLDCO, INC.	DE	NAVIA BENEFITS SOLUTIONS, INC	E	Control
NORTH HOLDCO, INC.	DE	NAVIA BENEFITS SOLUTIONS, INC	E	Control
NORTH HOLDCO, INC.	DE	NAVIA BENEFITS SOLUTIONS, INC	E	Control
NORTH HOLDCO, INC.	DE	NAVIA BENEFITS SOLUTIONS, INC	E	Control
NORTH HOLDCO, INC.	DE	NAVIA BENEFITS SOLUTIONS, INC	E	Control
NORTH HOLDCO, INC.	DE	NAVIA BENEFITS SOLUTIONS, INC	E	Control
NORTH HOLDCO, INC.	DE	NAVIA BENEFITS SOLUTIONS, INC	E	Control
NORTH PARENT, INC.	DE	NORTH HOLDCO, INC.	E	Control
NORTH PARENT, INC.	DE	NORTH HOLDCO, INC.	E	Control
NORTH PARENT, INC.	DE	NORTH HOLDCO, INC.	E	Control
NORTH PARENT, INC.	DE	NORTH HOLDCO, INC.	E	Control
NORTH PARENT, INC.	DE	NORTH HOLDCO, INC.	E	Control
NORTH PARENT, INC.	DE	NORTH HOLDCO, INC.	E	Control
NORTH PARENT, INC.	DE	NORTH HOLDCO, INC.	E	Control
NORTH PARENT, INC.	DE	NORTH HOLDCO, INC.	E	Control
NORTH PARENT, INC.	DE	NORTH HOLDCO, INC.	E	Control
NORTH TOPCO, LLC	DE	NORTH PARENT, INC.	E	Control
NORTH TOPCO, LLC	DE	NORTH PARENT, INC.	E	Control
NORTH TOPCO, LLC	DE	NORTH PARENT, INC.	E	Control
NORTH TOPCO, LLC	DE	NORTH PARENT, INC.	E	Control
NORTH TOPCO, LLC	DE	NORTH PARENT, INC.	E	Control
NORTH TOPCO, LLC	DE	NORTH PARENT, INC.	E	Control
NORTH TOPCO, LLC	DE	NORTH PARENT, INC.	E	Control
NORTH TOPCO, LLC	DE	NORTH PARENT, INC.	E	Control
NORTH TOPCO, LLC	DE	NORTH PARENT, INC.	E	Control
TA ASSOCIATES	DE	NORTH TOPCO, LLC	D	Control
TA ASSOCIATES	DE	NORTH TOPCO, LLC	D	Control
TA ASSOCIATES	DE	NORTH TOPCO, LLC	D	Control
TA ASSOCIATES	DE	NORTH TOPCO, LLC	D	Control
TA ASSOCIATES	DE	NORTH TOPCO, LLC	D	Control
TA ASSOCIATES	DE	NORTH TOPCO, LLC	D	Control
TA ASSOCIATES	DE	NORTH TOPCO, LLC	D	Control
TA ASSOCIATES	DE	NORTH TOPCO, LLC	D	Control
TA ASSOCIATES	DE	NORTH TOPCO, LLC	D	Control

Registrations

Federal

Jun 25, 2025 REGISTERED

Notice Filings (3)

AZ CA TX

Address

221 W. CREST ST., STE. 300
ESCONDIDO, CA 92025
United States

Phone: 760-743-7555