Tritonpoint Capital, LLC

RIASEC Registered
Total AUM
$250M
Discretionary
$250M
100% of AUM
Avg account
$665K
Accounts
376
Employees
3
Advisory reps
8

Firm details

Headquarters
Chevy Chase, Maryland
CRD number
336417
Registered since
July 1, 2025
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI66.6%
  • Individuals22.17%
  • Pooled Investment Vehicles9.93%
  • Corporations / Businesses1.3%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tritonpoint Capital, LLC is an SEC-registered investment adviser (registered in 2025) organized as a limited liability company that operates with a private equity fund classification. The firm serves both high-net-worth individuals and institutional clients and provides portfolio management across individual/small business accounts, pooled investment vehicles and institutional/business mandates. Its fee arrangements include assets-under-management percentages, fixed fees and performance-based fees, consistent with active involvement in alternative and private fund strategies. Tritonpoint identifies as an active ESG investor and reports ownership by a mix of a domestic entity and an individual. The firm’s advisory footprint includes managing separate account portfolios as well as advising private pooled vehicles. While it is not structured primarily as a capital allocator, its activities span direct management of client portfolios and oversight of its own private funds, including private equity vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Private Funds 11%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 7%, State & Local Bonds 6%73%
  • Exchange Traded Equities73%
  • Private Funds11%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents7%
  • State & Local Bonds6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chevy Chase, MD

Montgomery

Location

Chevy Chase, MD

Headquartered in Chevy Chase, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
5404 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth