Trieste Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trieste Partners LLC is a newly registered investment adviser that offers discretionary asset management to individuals, high‑net‑worth clients, and institutions. In its initial Form ADV filing the firm reports no assets under management, no clients, and no active registered advisors.
The firm constructs individualized portfolios using fundamental analysis and primarily invests in publicly traded equities, options, and exchange‑traded funds, with discretionary authority to implement client objectives and written restrictions. Trieste discloses that it offers performance‑based fee arrangements benchmarked to the MSCI World Index with a high‑water mark and requires clients to custody assets through Interactive Brokers.
Notable characteristics include that Trieste provides direct portfolio management for individual clients despite reporting no active registered advisors, a combination that is uncommon for firms in this category. The firm does not act as a private fund adviser or sponsor wrap fee programs, and its principal disclosed a significant outside business in subsea robotics and concurrent university studies, a time commitment highlighted in the brochure.
Client services
Expertise
Fee options
All assets+: 2.00% annually All assets+: 0.50% annually, plus performance-based fee
20% of the annual portfolio performance above the MSCI World Index
Main office
Honolulu HI
Advisors at this office
1
Most active in
Arizona · Hawaii
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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