Tritonpoint Capital, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Private Funds11%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents7%
- State & Local Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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