T
$250.2M Total AUM
$250.2M Disc. AUM
-- 3Y CAGR
3 Employees
276 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
5404 Wisconsin Avenue, Suite 330 Chevy Chase MD
About Tritonpoint Capital, LLC
Tritonpoint Capital, LLC is a Chevy Chase-based RIA. The firm has been operating for 1 years. Managing $250.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
45 AVG AGE
$250.2M AVG AUM / ADVISOR
$906.4K AVG AUM / CLIENT
1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM ALAN STERLING JR
Chief Executive Officer, Managing Member, Owner, PARTNER, President
- CRD
- #4823837
- Ownership
- 25% but less than 50%
Available
Available
Available
G
GREGORY EDWARD BLAKE
Managing Member, Owner, PARTNER
- CRD
- #5392729
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 5 owners & executives
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P
PIERRE MARY JOSEPH DE LA CROIX-VAUBOIS
Associate, Relationship Manager
- CRD
- #8183052
Available
Available
Available
Jake James Schoenfeld
Associate
- CRD
- #5799437
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,178,748 | $665,369 |
| Non-Discretionary | $0 | -- |
| Total | $250,178,748 | $665,369 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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