CHEVY CHASE, MDCRD 336417Latest ADV March 30, 2026
Tritonpoint Capital, 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 March 30, 2026, reports $250M in regulatory assets under management, 3 employees, and 376 accounts.
Assets Under Management
$250M
Employees
3
Offices
--
Total Clients
276
Primary office
CHEVY CHASE, MD
5404 WISCONSIN AVENUE, SUITE 330, CHEVY CHASE, MD, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 34.4% of total clients.
Top client categories% of clientsClients
1
HNWI
34.4%
95
2
Pooled Investment Vehicles
34.4%
95
3
Individuals
31.2%
86
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of March 30, 2026
Discretionary100.0%
$250M
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$250M
Total Accounts376
10Y AUM Change+$250M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee92:1
10Y Employee Change+1 (+50.0%)
* 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.