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- Custodian
- Charles Schwab & Company · Citibank · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-18-2024
- Office Locations
- 1
Office Locations
About Triathlon Partners LLC
Triathlon Partners LLC is a Weston, CT registered investment adviser and insurance agency providing investment management, legacy and tax-aware planning, and insurance solutions, including periodic reviews and restructuring of permanent life policies. The firm also uses structured notes to seek income or buffered market exposure, drawing on nearly 30 years of risk-management and FX options pricing experience. Founder Ira Koyner (“The Original IRA”) runs TriathlonPartnersTV and appears in national media.
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Owner & Executives
IRA Stuart KOYNER
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4990096
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,199,500 | -- |
| Non-Discretionary | $48,905,000 | -- |
| Total | $60,104,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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