Triumph Investment Fund Management LLC is a mid-sized advisory firm based in Absecon. It manages $28.57 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2017.
Triumph Investment Fund Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and portfolio management for separately managed account clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as ria.
The assets under management (AUM) of Triumph Investment Fund Management LLC is $28.57 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Triumph Investment Fund Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Triumph Investment Fund Management LLC performs its advisory services is located at 202 Cedar Hill Drive, Absecon, NJ 08201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 845-477-0200. The normal business hours are 8:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at tiffund.com.