{ "crd_number": 336417, "slug": "tritonpoint-capital-llc-chevy-chase-md-336417", "primary_business_name": "TRITONPOINT CAPITAL, LLC", "legal_name": "TRITONPOINT CAPITAL, LLC", "dbas": [], "city": "Chevy Chase", "state": "MD", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-07-01", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-08-31", "carried_forward": false, "raum_total": 250178748.0, "raum_discretionary": 250178748.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 3, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 55472410.0, "count": 86 }, "high_net_worth_individuals": { "raum": 166620028.0, "count": 95 }, "pooled_investment_vehicles": { "raum": 24842000.0, "count": 95 }, "corporations_other_businesses": { "raum": 3244310.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "DE", "MD" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336417", "city_as_filed": "CHEVY CHASE", "url": "https://advisorcensus.com/firm/tritonpoint-capital-llc-chevy-chase-md-336417", "display_name": "Tritonpoint Capital, LLC", "summary": "Tritonpoint Capital, LLC is an SEC-registered investment advisory firm in Chevy Chase, MD, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.", "citation": "AdvisorCensus. Tritonpoint Capital, LLC (CRD 336417): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Tritonpoint Capital, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Tritonpoint Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Tritonpoint Capital, LLC located?", "a": "Tritonpoint Capital, LLC's principal office is in Chevy Chase, MD, according to its Form ADV." }, { "q": "Is Tritonpoint Capital, LLC registered with the SEC or a state?", "a": "Tritonpoint Capital, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336417." }, { "q": "How much does Tritonpoint Capital, LLC manage?", "a": "Tritonpoint Capital, LLC reports $250,178,748 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary)." }, { "q": "How have Tritonpoint Capital, LLC's assets and staff changed since 2025?", "a": "In the Form ADV data for Tritonpoint Capital, LLC: Regulatory assets under management: $0 in the October 2025 data and $250,178,748 in the October 2026 data. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Tritonpoint Capital, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (95); pooled investment vehicles (other than investment companies and business development companies) (95); individuals (other than high net worth individuals) (86)." }, { "q": "Which custodians does Tritonpoint Capital, LLC use?", "a": "Tritonpoint Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Tritonpoint Capital, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336417" }, { "q": "What changed in Tritonpoint Capital, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $112,162,518 to $250,178,748 (+123%). Employees performing advisory functions went from 3 to 1." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": 0.0, "total_employees": 2, "filing_date": "2025-07-02" }, { "period": "2026-10-01", "regulatory_assets_under_management": 250178748.0, "total_employees": 3, "filing_date": "2026-08-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $112,162,518 to $250,178,748 (+123%).", "Employees performing advisory functions went from 3 to 1." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Employees performing advisory functions went from 2 to 3.", "Registered or notice-filed in DE." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Regulatory assets under management went from $0 to $112,162,518." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/tritonpoint-capital-llc-chevy-chase-md-336417.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 86, "fewer_than_5": false, "raum": 55472410.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 95, "fewer_than_5": false, "raum": 166620028.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 95, "fewer_than_5": false, "raum": 24842000.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 3244310.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336417", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }