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 registered investment adviser set up as an LLC and SEC‑registered in 2024. The firm identifies itself as a capital allocator that serves individual and family clients, offering financial planning and portfolio management across several client types. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and selection of other advisers. Tritonpoint charges a mix of percentage‑of‑AUM, hourly, and fixed fees. It does not position itself as an active ESG investor.
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
3 of 5WILLIAM STERLING
Partner, CIOCRD 4823837
GREGORY BLAKE
Chief Growth OfficerCRD 5392729
HAROLD HUGHES
PARTNER & CHIEF EXECUTIVE OFFICERCRD 1278178
Contacts
3 of 9Gregory Powers
Managing DirectorCRD 4302842
ROBERT SICHEL
Partner, Managing DirectorCRD 4952990
MEREDITH MCCALL
Relationship ManagerCRD 5126395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$203M in ETFs
81%
$163M
15%
$39.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $33.2M | 361,946 | 16.36% |
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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