Trilantic Capital Partners VI
advisor21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-2 YoYRank #2219 of mapped providers
Assets under administration$3.9B0.0%Market share · rank #2170
Fees received$369,993Median $28,675/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Trilantic Capital Partners VI plan look like?
Service mix · median fees per plan
Count of plans where Trilantic Capital Partners VI ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment advisory (participants)Code 26 | 4 | $26,658 | |
Trustee (individual); Direct payment from the planCode 20 | 1 | $132,836 | |
Investment management fees paid directly by planCode 51 | 1 | $133,763 |
Competitor overlap
Percent of Trilantic Capital Partners VI's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Trilantic Capital Partners VI.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Trilantic Capital Partners VI; not this year.
| Sponsor | To | Assets |
|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | PGIM | $57.4B |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | JPMorgan Chase | $3.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | $2.7B | 30,539 | $133,763 | 7y | - |
NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONSPA · 270131295-001 | $1.1B | 7,840 | $132,836 | 4y | - |
LIAISON RESOURCES, LPTX · 742927321-001 | $11M | 161 | $26,854 | 10y | 1 |
SALEM ONE, INC.NC · 561550868-001 | $11M | 216 | $19,583 | 10y | 1 |
RUNBECK GRAPHICS, INC./ RUNBECK ELECTION SERVICESAZ · 202681027-001 | $11M | 273 | $30,496 | 4y | 1 |
SEACHANGE PRINTING & MARKETING SERVICES, LLCTX · 462885869-001 | $10M | 226 | $26,461 | 4y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (21)
Raw Schedule C names collapsed into Trilantic Capital Partners VI.
- JOHN MOYNIHAN
- JOHN O'MEARA
- JOHN OCWIEJA
- JOHN OGLE
- TRIATLANTIC CAPITAL MANAGMENT LP
- TRILANTIC CAPITAL MANAGEMENT L.P.
- TRILANTIC CAPITAL MANAGEMENT LP
- TRILANTIC CAPITAL PARTNERS
- TRILANTIC CAPITAL PARTNERS V
- TRILANTIC CAPITAL PARTNERS V (NA) L
- TRILANTIC CAPITAL PARTNERS VI
- TRILANTIC CAPITAL PARTNERS VI (NORT
- TRILANTIC CAPITAL PARTNERS VI PARAL
- TRILANTIC CAPITAL PARTNERS VIPARALL
- TRILANTIC CAPITAL PTNRS ASSOC VI LP
- TRILANTIC ENERGY PARTNERS II PARALL
- TRILANTIC III
- TRILANTIC IV
- TRILANTIC MB IV
- TRILANTIC MB VI
- TRILANTIC V
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Trilantic Capital Partners VI's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 33.33% | 1.76% | +31.57 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Trilantic Capital Partners VI. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Trilantic Capital Partners VI's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Ciuni & Panichi, Inc. | 1 | 16.7% |
| Freed Maxick CPAs PC | 1 | 16.7% |
| WITHUM | 1 | 16.7% |