The TRITONPOINT PARTNERS is a privately held investment adviser that advises $2.09Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TRITONPOINT PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 57% over the last 2-years.
The Group has been registered with the SEC for 2.79 years and is comprised of 3 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 5404 WISCONSIN AVE STE. 330, CHEVY CHASE, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 10 investment and 14 non-investment staff. The total number of Employees increased by 300% over the last 2-years.
Their $2.09Bn in assets advised are owned by 95 private funds, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $1.81Bn or 86.62% of Total Assets and Individuals own $197.8mn or 9.48% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
TRITONPOINT PARTNERS names 2 sub-advisers OPTO INVESTMENT MANAGEMENT, LLC, QUOTIENT WEALTH ASSET MANAGEMENT, LLC to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.