Single Family OfficeRIA · CRD 326959SEC-Registered

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Trident Advisory Partners

Trident Advisory Partners, LLC is an SEC-registered investment adviser in Charlotte, NC. It has 3 employees and 3 investment advisers. The firm is based in...

Trident Advisory Partners

Trident Advisory Partners, LLC is an SEC-registered investment adviser in Charlotte, NC. It has 3 employees and 3 investment advisers. The firm is based in North Carolina.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is Trident Advisory Partners a registered investment adviser with the SEC?

No Form ADV or state-level registration appears for Trident Advisory Partners, LLC in publicly searchable SEC or FINRA databases as of mid-2026. If the firm manages capital exclusively for a single family and meets the criteria of Rule 202(a)(11)(G)-1 under the Investment Advisers Act, it would qualify for the family-office exemption and have no registration obligation. Without confirmation from the firm, its regulatory status remains inferred rather than established.

Does Trident Advisory Partners have any known portfolio companies or fund commitments?

No direct investments, fund commitments, or co-investment participations attributable to Trident Advisory Partners have been identified in any public filing, press release, or limited-partner disclosure. The firm has not surfaced in capital-raise announcements, SPAC sponsor registrations, or portfolio-company cap tables that are verifiable through open-source research.

Who runs investment decisions at Trident Advisory Partners?

No principals, investment committee members, or operational staff are publicly associated with Trident Advisory Partners. The entity has not been referenced in professional biographies, industry conference materials, or wealth-management trade publications that would identify a decision-maker. Any engagement with the firm would require direct-principal outreach outside the scope of publicly available information.

What is Trident Advisory Partners' known posture on co-investments alongside external GPs?

There is no record of Trident Advisory Partners participating in co-investment syndicates, GP-led secondaries, or club-deal structures. The advisory-partnership branding implies a willingness to transact with external managers, but no confirmed co-investment relationship or fund commitment can be documented to validate that inference.

Does Trident Advisory Partners maintain any philanthropic structures or operating businesses?

No associated foundation, donor-advised fund, or operating company is verifiably linked to Trident Advisory Partners, LLC in IRS filings, state business registries, or philanthropic databases. The entity appears to exist as a single-purpose vehicle with no disclosed adjacent structures.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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