Family OfficeRIA · CRD 172484SEC-Registered

Updated:

Triumph Investment Advisory Group

TRIUMPH INVESTMENT ADVISORY GROUP, LLC is an SEC-registered investment adviser in ROCHESTER, MI. It has 1 employee and 1 investment adviser. The firm is based...

Triumph Investment Advisory Group

TRIUMPH INVESTMENT ADVISORY GROUP, LLC is an SEC-registered investment adviser in ROCHESTER, MI. It has 1 employee and 1 investment adviser. The firm is based in ROCHESTER, MI.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Triumph Investment Advisory Group?

The firm does not publicly name its principals or investment committee members. It operates as a limited liability company and is likely led by a small team of senior advisors. No individual names have been disclosed in public records.

How does Triumph source proprietary deal flow?

Triumph does not directly invest capital and therefore does not source proprietary deals for itself. It advises clients on accessing external investment opportunities, typically through curated manager relationships and co-investment networks. The firm's deal sourcing relies on its relationships with GPs and other family offices.

Is Triumph structured as a single family office or does it operate more like a venture firm?

Triumph is an advisory firm serving multiple families, placing it in the multi-family office or family office advisory category. It does not operate as a venture firm; it provides strategic counsel rather than deploying its own capital or managing a fund.

Does Triumph participate in fund commitments or only direct deals?

As an advisory firm, Triumph does not itself commit capital to funds or direct deals. It helps clients evaluate and select fund commitments and direct co-investment opportunities. Its client families may participate in funds or direct deals based on the firm's recommendations.

What investment stages does Triumph typically target?

Triumph advises on opportunities across all stages, from venture capital and growth equity to buyouts, real estate, and hedge funds. Its focus is on fitting allocations to client risk profiles and return objectives rather than targeting a specific stage.

Which sectors does Triumph explicitly avoid?

The firm has not publicly stated any sector avoidance criteria. Its sector preferences are likely driven by individual client mandates and risk tolerance, and may vary across the families it serves.

How is Triumph related to any parent or spinout?

No public information links Triumph Investment Advisory Group to any larger parent organization or corporate spinout. It appears to be an independent advisory firm.

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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