
DESIGN
OPERATION
CAPITAL
SERVICES

DESIGN
The first step in any successful capital raise is building a sound offering that encompasses the needs of the retail market. Over the past three years, we have structured over $4 billion in alternative investment nontraded offerings.

OPERATION
The next step to a successful offering is to ensure clearing, custody and all operational lines of business are covered. At TriCap, we are experts in structuring offerings that are operationally secure so business will be transacted without interruption.

CAPITAL
TriCap has over 50 years of combined experience with alternative investments. Since 2017, we have sourced over $500 million in capital.

ABOUT
TriCap Advisor Group is a leader in hand-holding alternative investment product sponsors through the complexities of the retail capital markets. We have decades of experience in product design, operational infrastructure and capital raising in the independent broker dealer and RIA/Family Office channel. Since 2017, we have structured over $4 billion in nontraded alternative investment offerings, simultaneously sourcing over $500 million in capital.
$4B
$500M
50 years
Designed Products
Capital Sourced
Total combined experience
CONTACT
Please let us know how we can help you navigate through the complexities of accessing retail capital!
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303.921.5736
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