CHEVY CHASE, MDCRD 333259Latest ADV April 22, 2026
Tritonpoint Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chevy Chase, MD. Its latest Form ADV filing, dated April 22, 2026, reports $286M in regulatory assets under management, 6 employees, 3 offices, and 795 accounts.
Assets Under Management
$286M
Employees
6
Offices
3 offices
Total Clients
74
Primary office
CHEVY CHASE, MD
5404 WISCONSIN AVE, STE. 330, CHEVY CHASE, MD, United States
Top client segmentHNWI represent 56.8% of total clients.
Top client categories% of clientsClients
1
HNWI
56.8%
42
2
Individuals
43.2%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$286Mas of April 22, 2026
Discretionary100.0%
$286M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$286M
Total Accounts795
10Y AUM Change+$286M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee12:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.