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TRITONPOINT CAPITAL, LLC
CRD 336417File 801-133756
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$250.2M
Below cohort median (national)
Discretionary AUM
$250.2M
Clients
276
376 accounts
Employees
3
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 1, 2025
- Principal office
- 5404 WISCONSIN AVENUE, SUITE 330, CHEVY CHASE, MD, 20815
- Phone
- 301-799-9001
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.2M
- Discretionary AUM
- $250.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 376
- Non-discretionary accounts
- 0
- Total accounts
- 376
- AUM per client
- $906K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.2M |
| High net worth individuals | 95 | $166.6M |
| Pooled investment vehicles | 95 | $24.8M |
| Individuals (other than high net worth individuals) | 86 | $55.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.