Triton Pacific Healthcare Partners provides portfolio management for pooled vehicles. The firm advises 4 private funds.
Triton Pacific Healthcare Partners reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($380M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $380M | 100.0% | $75.9M |
| Total | 5 | $380M | 100% | $75.9M |
- Clients
- 5
- Regulatory AUM
- $380M
- AUM share
- 100.0%
- Avg. per client
- $75.9M
Total
- Clients
- 5
- Regulatory AUM
- $380M
- AUM share
- 100%
- Avg. per client
- $75.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 4
Triton Pacific Healthcare Partners is paid through fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Triton Pacific Capital Partners LLC owns 75% or more of Triton Pacific Healthcare Partners and is in turn owned by Faggen Family Trust (75% or more). The leadership team of Triton Pacific Healthcare Partners includes President Joseph Isaac Davis and Chief Financial Officer Michael Carroll. It has 5 employees.
Leadership
- Joseph Isaac DavisPresident
- Michael CarrollChief Compliance Officer and Chief Financial Officer
Staff
- 5 employees
- 5 in advisory functions
- Owns 75% or more of Triton Pacific Healthcare Partners, LLC
Triton Pacific Capital Partners LLC
Control person · since October 2023
- Owns 75% or more of Triton Pacific Capital Partners LLC
Faggen Family Trust
Control person · since October 2023
- Owns 75% or more of Faggen Family Trust
Craig Faggen
since October 2023
Stacey Levine
Trustee · Control person · since July 2013
Triton Pacific Healthcare Partners’ regulatory assets grew Infinity× from $0 (April 2024) to $380M (July 2026); employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $380M | 5 | 5 | 1 |
| March 2025 | $276M | 6 | 4 | 1 |
| April 2024 | $0 | 0 | 5 | 1 |
Besides its headquarters, Triton Pacific Healthcare Partners has 0 offices, with 1 listed address in California.
California · 1 listed address
- 31473 Rancho Viejo Road, Suite 201, San Juan CapistranoHQ
Contact and registration details
- Legal name
- Triton Pacific Healthcare Partners, LLC
- Headquarters
- 31473 Rancho Viejo Road, Suite 201, San Juan Capistrano, CA 92675
- Website
- Not reported
- Phone
- 949-300-0999
- SEC file
- 801-130209
- Structure
- Delaware LLC
- Fiscal year end
- December
Triton Pacific Healthcare Partners does not have custody of client assets.
How many clients does Triton Pacific Healthcare Partners have?
Triton Pacific Healthcare Partners has 5 clients and manages $380 million for them, as of July 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026
What services does Triton Pacific Healthcare Partners offer?
Triton Pacific Healthcare Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Triton Pacific Healthcare Partners have?
Triton Pacific Healthcare Partners has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Triton Pacific Healthcare Partners?
Triton Pacific Healthcare Partners is owned through a chain of holding companies by Craig Faggen. Its direct owner is Triton Pacific Capital Partners LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 July 2026
How does Triton Pacific Healthcare Partners get paid?
Triton Pacific Healthcare Partners is paid through fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Triton Pacific Healthcare Partners?
Triton Pacific Healthcare Partners’ main office is at 31473 Rancho Viejo Road, Suite 201, San Juan Capistrano, CA 92675. Its phone number is 949-300-0999.