Triad Investment Management is an investment advisor in Newport Beach with $124.95 mm assets under management.
Company profile
Employees
Location
SEC CIK
IRS number
262103757
SEC advisor number
801-68966
FINRA CRD number
146786
AUM ?
$76.95 mm
(as of 23 Jun 23)
Accounts
77
(as of 23 Jun 23)
Employees
2
(2 investment advisory or research)
Address
Triad Investment Management
1301 DOVE STREET
SUITE 1080
NEWPORT BEACH
CA 92660
1301 DOVE STREET
SUITE 1080
NEWPORT BEACH
CA 92660
Phone
9496793991
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
SC 13G
Liberty TripAdvisor Holdings, Inc.
16 Feb 24
SC 13D/A
Liberty TripAdvisor Holdings, Inc.
12 Feb 24
SC 13D
Liberty TripAdvisor Holdings, Inc.
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22