Triangle Investment Management, LLC

Fee-Only (% of Portfolio)

Triangle Investment Management provides investment advice to pooled investment funds and a separately managed account. Triangle does not tailor its advisory services to individual client needs and does not participate in wrap fee programs. The firm's investment strategies include buy and hold, credit, fundamental value, hedging, leverage, and relative value.

Assets Under Management$170M
Clients3
AdvisorsN/A
Avg. per Client$58M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Triangle Investment Management primarily advises pooled investment vehicles (funds) and a separately managed account. The fees for these services are outlined in the fund's offering documents and the account's investment management agreement.

For the funds, the firm charges an asset-based investment management fee of 2.0% per year. For the separately managed account, the firm charges an annual management fee of 0.25% of the net assets.

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