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Building 2TRITONPOINT CAPITAL, LLC

Map pinCHEVY CHASE, MD
Phone301-799-9001
NotebookSEC #801-133756
Total AUM
$250.2M
Employees
3
Clients
277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5404 WISCONSIN AVENUE, SUITE 330
CHEVY CHASE
MD 20815
United States
Operating Hours
9-5
Monday - Friday
Phone
301-799-9001

ReceiptFinancials

Total AUM
$250.2M
Accounts
376
Discretionary
$250.2M
Accounts
376
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$55.5M
HNW Individual Clients
95
AUM
$166.6M
Pooled Vehicle Clients
95
AUM
$24.8M
Corporation or Business Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMD

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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