Triaxiom Capital, Llc
- Regulatory AUM
- $7.8M
- Discretionary
- $7.8M
- Clients
- 2
- Avg AUM / client
- $3.9M
- Accounts
- 2
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $5.0M | 64.2% |
| Corporations and other businesses | 1 | $2.8M | 35.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2020 · $5.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Triaxiom Global Symmetry Fund, Lp | Hedge Fund | Delaware | $5.3M | 9 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mathew Wayne Lee | Registered representative | Feb 2021 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $5.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Triaxiom Global Symmetry Fund, Lp | Hedge Fund | $5.3M | $1.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 1.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PERFORMANCE ALLOCATION
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Adm Investor Services, Inc. $3.1M (40% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗