AES Triplex
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aes Triplex provides ongoing portfolio management to individuals, high-net-worth individuals, and charitable organizations, delivering individualized Investment Policy Statements and discretionary portfolio services across mutual funds, publicly listed equities, ETFs, real estate funds (including REITs), fixed income and select commodity and precious-metal exposures. The firm charges asset-based advisory fees and focuses on tailored portfolio monitoring and implementation for individual clients.
The firm’s investment process combines cyclical and fundamental analysis with modern portfolio theory and quantitative techniques, and it employs a range of strategies including long- and short-term trading as well as margin, short sales, and options strategies where appropriate. Aes Triplex seeks discretionary authority to execute trades, conducts monthly account reviews, and provides clients with monthly custodian reports that detail holdings, values, and fee calculations.
Aes Triplex is a recently formed adviser that reported no assets under management as of March 2026, and its principal has an active license as a real estate agent and may offer clients real estate services — a relationship the brochure identifies as a potential conflict of interest and that clients are not required to use. The firm also requires clients to custody assets at Schwab Institutional and does not aggregate block trades for multiple accounts, practices that are notable operational details compared with many peers.
Client services
Expertise
Fee options
1.00% annually
Main office
Philadelphia PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Aes Triplex · Aes Triplex LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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