Our portfolio will generally consist of privately owned businesses with a demonstrated track record, strong management, a differentiated business model, and high quality earnings.
Private companies are significant contributors to our country’s growth. However, many of these companies lack access to capital. In particular, the inefficiencies present in the lower middle market allow experienced investors the opportunity to generate attractive risk adjusted returns. By focusing on established private companies, we manage a balanced portfolio comprised of debt and equity securities that together seek to provide investors a balance of both GROWTH and INCOME.
Private equity has long been the domain of large institutional and high net worth investors that use the asset class to diversify their portfolios and create an avenue for potential out performance relative to their annual return targets. In 1980, Congress created the BDC under the Investment Company Act of 1940 that allows average investors direct access to private equity through a professionally managed and regulated entity. Historically, BDCs invested almost exclusively in debt securities. Triton Pacific Investment Corporation seeks to offer investors an opportunity to invest in core private equity by carefully constructing a portfolio of private debt, equity, and structured securities that can reduce risk while retaining upside potential.
OUR INVESTMENT TEAM
Since 2001, the principals of Triton Pacific Capital Partners, LLC (“Triton Pacific”) have offered private equity investments to individual investors through independent financial advisors. Having successfully raised and deployed over 50 private equity limited partnerships, the principals of TPIC’s adviser have deep domain knowledge and expertise in private equity investing. As a public reporting fund (BDC), TPIC seeks to further Democratize Access to Private Equity SM for individual investors.
Our adviser and its affiliates have made investments in private companies with an enterprise value in excess of $500 million at time investment. TPIC is externally managed by Triton Pacific Adviser who maintains a broad network of relationships and has deep expertise in originating, structuring, executing, and managing private equity investments. TPIC’s adviser and sub-adviser manage more than $5 billion of debt and private equity investments.
TPIC takes a unique approach to Private Equity investing, with a strategy that includes Buyouts, Structured Equity/Debt, and Mezzanine Debt investments in private companies. With flexibility to invest in equity and debt securities, TPIC is able to better match the risk/return profile of each investment. The following represent the types of investments we may make as part of a diversified portfolio.
Investments in the purchase of all or a portion of the equity of a private company. This may be done in conjunction with management, operating partners, or other middle market private equity firms.
This unique security is structured as preferred equity or debt to reduce risk while also participating in meaningful upside opportunity.
Debt investments that typically provide a high cash interest rate, accrued interest, and typically some equity participation through warrants or other equity-like features.
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32451 Golden Lantern, Suite 304
Laguna Niguel, CA 92677
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Triton Pacific Investment Corporation
6701 Center Drive | 14th Floor | Los Angeles | CA | 90045 | Tel: 310.943.4990
TRITON PACIFIC SECURITIES, LLC
32451 Golden Lantern | Suite 304 | Laguna Niguel | CA | 92677 | Tel: 949.429.8500