Tritonpoint Partners, LLC
Firm details
- Headquarters
- Chevy Chase, Maryland
- CRD number
- 333259
- Registered since
- October 18, 2024
- Website
- www.tritonpointwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.06%
- Individuals7.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tritonpoint Partners, LLC is an independent, SEC-registered investment adviser (registration effective 2024) organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, and it advises on pension matters and the selection of other advisers. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee structures. The firm does not identify as an active ESG investor in the source data.
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 Equities64%
- Investment Grade Corp Bonds18%
- Private Funds11%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$449M in ETFs
92%
$412M
5%
$36.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $37.5M | 435,067 | 8.36% |
Location
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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