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 organized as a limited liability company and operates as a private equity–focused adviser that also provides portfolio management for individuals, pooled vehicles, and institutions. The firm reports an active ESG investing stance and serves both individual/family and institutional clients. Its commercial model combines percentage-of-assets, fixed fees, and performance-based fee arrangements, and it has affiliations with at least one other investment adviser and an insurance company. Tritonpoint is not positioned as a multi-state adviser or pension consultant and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 5
William Sterling
Partner, CIOCRD 4823837
Gregory Blake
Chief Growth OfficerCRD 5392729
Andrew Schiff
CEO & PartnerCRD 3167703
Contacts
3 of 3
Jake Schoenfeld
Senior AssociateCRD 5799437
Pierre De La Croix-vaubois
Relationship ManagerCRD 8183052
Jake Ransom
Associate, Investment AnalystCRD 8312897
Wealth 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
Similar firms
Intervest Ltd
RIAChevy Chase, MD
Peakstone Financial Advisors
RIAChevy Chase, MD
Thinagee Investments Inc.
RIAChevy Chase, MD
Tritonpoint Partners, LLC
RIAChevy Chase, MD
Caro Investors
RIAChevy Chase, MD
Augment Infrastructure Managers Advisory LLC
RIAChevy Chase, MD