Data / Investment advisers / Maryland / Tritonpoint Capital, LLC
Tritonpoint Capital, LLC, Chevy Chase, MD: $250 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tritonpoint Capital, LLC is an SEC registered investment adviser with its main office in Chevy Chase, Maryland and reports $250 million in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 2 private funds.
The request: Watch Tritonpoint Capital, LLC (CRD number 336417): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 336417
- SEC file number
- 801-133756
- SEC status
- Approved, effective July 1, 2025
- Main office
- 5404 Wisconsin Avenue, Suite 330, Chevy Chase, MD 20815
- Phone
- (301) 799-9001
- Regulatory AUM
- $250,178,748 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $250,178,748
- Accounts
- 376
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $22,980,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 95 | $166.6 million |
| Individuals (other than high net worth individuals) | 86 | $55.5 million |
| Pooled investment vehicles | 95 | $24.8 million |
| Corporations or other businesses | Fewer than 5 | $3.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $250.2 million | March 30, 2026 |
| December 1, 2025 | $112.2 million | October 29, 2025 |
Other advisers in Chevy Chase
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| HZ Investments Inc. | Chevy Chase | $591.4 million | Not listed | adviserinfo.sec.gov |
| Augment Infrastructure Managers Advisory LLC | Chevy Chase | $337.1 million | 3 | adviserinfo.sec.gov |
| Caro Investors | Chevy Chase | $316.7 million | 1 | adviserinfo.sec.gov |
| Tritonpoint Partners, LLC | Chevy Chase | $286.5 million | Not listed | adviserinfo.sec.gov |
| Peakstone Financial Advisors | Chevy Chase | $255.9 million | Not listed | adviserinfo.sec.gov |
| Intervest LTD | Chevy Chase | $247 million | Not listed | adviserinfo.sec.gov |
| Lifeforce Capital Management, LLC | Chevy Chase | Not listed | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chevy Chase, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Tritonpoint Capital, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.