TRITONPOINT CAPITAL, LLC

RIASEC RegisteredEst. 2025
Total AUM
$250M
Discretionary
$250M
100% of AUM
Avg account
$665K
Accounts
376
Employees
3
Advisory reps
7

Firm details

Headquarters
CHEVY CHASE, Maryland
CRD number
336417
Registered since
July 1, 2025
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI66.6%
  • Individuals22.17%
  • Pooled Investment Vehicles9.93%
  • Corporations / Businesses1.3%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tritonpoint Capital, LLC is a private equity–oriented investment adviser that blends a liquid equity core with active allocations to alternative strategies. The firm manages portfolios for individuals and families as well as institutional clients, running discretionary SMA programs alongside pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, which is consistent with the firm operating private funds and incentive-aligned mandates. Equities are central to the strategy: the firm shows a clear preference for exchange-traded holdings as the primary source of market exposure. At the same time Tritonpoint shifts capital into private funds and third‑party alternative managers — private equity, venture capital, hedge funds, real estate, commodities, digital currency, fund‑of‑funds and collateralized debt — to add return potential, downside protection and diversification. The firm also identifies as an active ESG investor and integrates environmental, social and governance criteria into investment selection and manager due diligence. Tritonpoint provides portfolio management for individuals/small businesses, pooled vehicles and institutional or business clients. It maintains industry relationships with other investment advisers and insurance companies to support product access and distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Private Funds 11%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 7%, State & Local Bonds 6%73%
  • Exchange Traded Equities73%
  • Private Funds11%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents7%
  • State & Local Bonds6%

Owners & executives

3 of 5
  • HAROLD HUGHES

    PARTNER & CHIEF EXECUTIVE OFFICERCRD 1278178

  • GREGORY BLAKE

    Chief Growth OfficerCRD 5392729

  • DEATRA VAILES

    Partner, Chief Operating OfficerCRD 7157201

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Contacts

2 of 2
  • PIERRE DE LA CROIX-VAUBOIS

    Relationship ManagerCRD 8183052

  • Alisha Patel

    Relationship ManagerCRD 8047978

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHEVY CHASE, MD

MONTGOMERY

Location

CHEVY CHASE, MD

Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
5404 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth