We’ve built our business
Family-Owned Family-Run
Global Prime Brokerage Services
Brokerage
You focus on strategy and stock picking
We ensure your trading business runs smoothly
No Trading Conflicts with Clients
Agency only broker dealer We do not sell order flow
Founded in 1976 on Wall Street
We’ve built relationships with
hedge funds family offices professional traders
Expertise
What we do
core services
Prime Brokerage
We provide support based on your business needs, not your asset size. With an exclusive combination of cutting-edge technology and superior client service, we serve as a seamless extension of your team. Our operational support reduces pressure on your middle and back offices. Access multiple custodians and brokers, while receiving one consolidated view via Triad’s proprietary web-based reporting.
Combining cutting-edge technology and superior client service, our Prime services are a seamless extension of your team.
Explore service
IPO & Secondary Service
Real-time data on new issues, along with market color from our experts, available 24x7. Cutting edge tools include our interactive database with current and past performance data. Searchable by deal type, issuer, symbol, trade date, underwriter, industry, and timing (current, priced, and shelf) with data back to 2000. Drill down for details. Our team provides fresh trends and context on every deal.
Available 24x7. Real-time searchable data on IPOs, Secondaries plus market color from our Trading desk. Mobile App included.
See sample reports
Trade Execution
We are a flexible extension of your trading desk. Whether you execute electronically or outsource select trades to us, or both, we create efficiency and reduce market impact. Our extensive, built-in redundancy means we are always here when you need us.
Whether you execute electronically or outsource select trades to us, or both, we create efficiency and reduce market impact.
Explore serviceWhat we do
We help Your business grow
Investment Banking
We focus on small and middle-market mergers and acquisitions, equity financings and debt advisory activities with a flexible fee structure. We have a robust network of institutional investors, family offices, venture capitalists, and PE firms.
Explore serviceHedge Fund Consulting & Marketing
Our program of investor introductions is grounded in deep relationships with pensions, endowments, fund of funds, etc. We fuel growth with pre- and post-launch consulting including strategic planning, institutional-level marketing, and platform building.
Explore serviceHealthcare Partners
We focus on Specialty Pharmaceutical and Device Companies in the global marketplace. Applying our expertise, we work throughout your development and commercialization timeline to assist with in/out-licensing and M&A.
Explore service Global Prime Brokerage Clearing since 1994
Securities Lending, Margin Financing
Multiple Custody Clearing Options
in 50 + Markets