Prime Brokerage Services

Dedicated to customer service excellence for hedge funds, family offices, RIAs and professional traders.

Prime Brokerage Support Based on Business Needs - Not Asset Size

We are privately held answering only to our clients. We offer an exclusive combination of cutting-edge technology and superior client service

Our business model is based on offering this mix of services to every client. You will have access to services comparable to those offered at much larger firms.

These include trading technology offered by Refinitiv REDI, performance reporting and attribution analysis, algorithmic trading tools sourced from top providers, and a proprietary client portal.


Boutique Prime Brokerage Services
Clients have benefited from our boutique prime brokerage service for over 25 years. Our select client partnerships are founded on communications, availability and diligence, and we become a trusted extension of your business.
Working with us frees up time and resources , which you can deploy developing strategies, creating alpha, or whatever best suits your business.
First Class Experience
We have almost no turnover in team members and clients; we assume that you will be with us for the long-term and plan our investment in the partnership, starting with the onboarding process.
You will always have access to team members who understand your business. We provide specialized services designed to help you grow your business including Hedge Fund Consulting & Marketing and our IPO and Secondary service.

Experience, value, and professionalism

Increased Efficiency with Triad Securities

  • Conflict free execution
  • Seamless onboarding of new accounts
  • Robust middle and back office support
  • Multiple custodian and broker relationships
  • Collaborative, experienced trading desk team
  • Built-in redundancy throughout the organization
  • Support of unique account structures including Separately Managed Accounts, IRAs, and others

Prime Brokerage Service Details

Custody and Clearing