← Tributary

TRITONPOINT CAPITAL, LLC

CHEVY CHASE, MD · CRD 336417 · IAPD ↗ · 301-799-9001

$250.2MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — TRITONPOINT CAPITAL, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
73
April 2026 — TRITONPOINT CAPITAL, LLC reported RAUM up 123% ($112.2M -> $250.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2026 — TRITONPOINT CAPITAL, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
January 2026 — TRITONPOINT CAPITAL, LLC now reports 1 private fund(s) ($23.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
August 2025 — TRITONPOINT CAPITAL, LLC (CHEVY CHASE, MD) is newly SEC-registered with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.