# Tritonpoint Capital, LLC

> 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.

- CRD: 336417
- Filed as: TRITONPOINT CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chevy Chase, MD
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336417
- AdvisorCensus page: https://advisorcensus.com/firm/tritonpoint-capital-llc-chevy-chase-md-336417

## Quick answers

**How is Tritonpoint Capital, LLC compensated?**
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.

**Where is Tritonpoint Capital, LLC located?**
Tritonpoint Capital, LLC's principal office is in Chevy Chase, MD, according to its Form ADV.

**Is Tritonpoint Capital, LLC registered with the SEC or a state?**
Tritonpoint Capital, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336417.

**How much does Tritonpoint Capital, LLC manage?**
Tritonpoint Capital, LLC reports $250,178,748 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**How have Tritonpoint Capital, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Tritonpoint Capital, LLC serve?**
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).

**Which custodians does Tritonpoint Capital, LLC use?**
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.

**Does Tritonpoint Capital, LLC report any disciplinary disclosures?**
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

**What changed in Tritonpoint Capital, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $250,178,748
- Discretionary: $250,178,748
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $55,472,410 |
| High net worth individuals | 95 | $166,620,028 |
| Pooled investment vehicles (other than investment companies and business development companies) | 95 | $24,842,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,244,310 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | July 2, 2025 |
| October 2026 | $250,178,748 | 3 | August 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $112,162,518 to $250,178,748 (+123%).
- Employees performing advisory functions went from 3 to 1.

### January 2026
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in DE.

### December 2025
- Regulatory assets under management went from $0 to $112,162,518.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tritonpoint Capital, LLC (CRD 336417): Form ADV filing data as of October 2026.