Tritonpoint Partners, LLC
Firm details
- Headquarters
- Chevy Chase, Maryland
- CRD number
- 333259
- Registered since
- October 18, 2024
- Website
- www.tritonpointwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.06%
- Individuals7.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tritonpoint Partners, LLC is an independent registered investment adviser that began SEC registration in 2024 and operates as a limited liability company. The firm serves individual and family clients and bills through a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory services cover financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of outside advisers. Tritonpoint identifies itself as a capital allocator — it evaluates and places client capital with third-party managers — and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Investment Grade Corp Bonds18%
- Private Funds11%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
3 of 5
William Sterling
Partner, CIOCRD 4823837
Gregory Blake
Chief Growth OfficerCRD 5392729
Harold Hughes
PARTNER & CHIEF EXECUTIVE OFFICERCRD 1278178
Contacts
3 of 9
Gregory Powers
Managing DirectorCRD 4302842
Robert Sichel
Partner, Managing DirectorCRD 4952990
Meredith Mccall
Relationship ManagerCRD 5126395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$449M in ETFs
92%
$412M
5%
$36.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $37.5M | 435,067 | 8.36% |
Location
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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