LP Profile

Tripletail Wealth Management

Also known as Tripletail

Wealth ManagerOrlando, United StatesFounded 2019
$90M
Assets Under Management
Orlando
Headquarters
Investment Focus

About Tripletail Wealth Management

Tripletail Wealth Management is a wealth manager with an investment portfolio of $91.4 million as of August 20, 2024, held in private equity, infrastructure, real estate, real assets and natural resources, oil and gas, and debt. Its private equity exposure covers buyout, diversified private equity, private equity growth expansion and venture capital strategies. The executive management team governs the firm's investments, with Mr. Jason Adams as Partner and Investment Advisor.

Preferred Investment Types

AgricultureBuyoutCo-investmentDistressed DebtMezzanineGrowthNatural ResourcesInfrastructure DebtReal Assets & Natural Resources - GeneralReal EstateReal Estate CoreReal Estate Core PlusSecondariesTimberVenture (General)Expansion / Late Stage

Preferred Geographies

AfricaNorth AmericaSouth AmericaAsiaEuropeMiddle EastAustralasia
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Tripletail Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$132.1M
Total Clients
155
Filing Date
March 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Tripletail Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Tripletail Wealth Management?

Tripletail Wealth Management is a wealth manager based in Orlando, United States, managing approximately $90M in assets.

Where is Tripletail Wealth Management headquartered?

Tripletail Wealth Management is headquartered in Orlando, United States.

How much does Tripletail Wealth Management manage?

Tripletail Wealth Management manages approximately $90M in assets under management.

When was Tripletail Wealth Management founded?

Tripletail Wealth Management was founded in 2019.

What does Tripletail Wealth Management invest in?

Tripletail Wealth Management focuses on Agriculture, Buyout, Co-investment, Distressed Debt, Mezzanine, Growth, Natural Resources, Infrastructure Debt.

How can I contact Tripletail Wealth Management?

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