TritonPoint Capital provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and insurance. The firm advises 2 private funds.
TritonPoint Capital reports 276 clients. They include 95 high-net-worth individuals, 95 pooled investment vehicles and 86 individual clients. Of its assets, 100.0% ($250M across 376 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 31% | 22% |
| High-net-worth individuals | 34% | 67% |
| Pooled investment vehicles | 34% | 10% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 86 | $55.5M | 22.2% | $645K |
| High-net-worth individuals | 95 | $167M | 66.6% | $1.75M |
| Pooled investment vehicles | 95 | $24.8M | 9.9% | $261K |
| Corporations and other businesses | Fewer than 5 | $3.24M | 1.3% | — |
| Total | 276 | $250M | 100% | — |
- Clients
- 86
- Regulatory AUM
- $55.5M
- AUM share
- 22.2%
- Avg. per client
- $645K
- Clients
- 95
- Regulatory AUM
- $167M
- AUM share
- 66.6%
- Avg. per client
- $1.75M
- Clients
- 95
- Regulatory AUM
- $24.8M
- AUM share
- 9.9%
- Avg. per client
- $261K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.24M
- AUM share
- 1.3%
- Avg. per client
- —
Total
- Clients
- 276
- Regulatory AUM
- $250M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
TritonPoint Capital is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
William Sterling owns 25% to 50% of TritonPoint Capital. William Sterling is CEO; the leadership team includes Chief Compliance Officer Deatra Vailes. It has 3 employees, 1 of them in advisory roles.
Leadership
- William SterlingPartner, Chief Executive Officer, President
- Deatra VailesPartner, Chief Compliance Officer
- Gregory BlakePartner
- Harold HughesOwner
- Andrew SchiffPartner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Pierre Mary Joseph De La Croix-Vaubois
- Jake Lawrence Ransom
- Jake James Schoenfeld
- William Alan Sterling JR
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 25% to 50% of Tritonpoint Capital, LLC
William Sterling
Control person · since February 2025
- Owns 10% to 25% of Tritonpoint Capital, LLC
Harold Hughes
since February 2025
- Owns 10% to 25% of Tritonpoint Capital, LLC
Gregory Blake
Control person · since February 2025
- Owns 10% to 25% of Tritonpoint Capital, LLC
Deatra Vailes
Control person · since February 2025
- Owns 5% to 10% of Tritonpoint Capital, LLC
Andrew Schiff
Control person · since February 2025
- Owns 5% to 10% of Tritonpoint Capital, LLC
Temerity Holdings, LLC
Control person · since February 2025
TritonPoint Capital’s regulatory assets grew Infinity× from $0 (July 2025) to $250M (August 2026); employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $250M | 276 | 3 | 1 |
| July 2025 | $0 | 0 | 2 | 1 |
Besides its headquarters, TritonPoint Capital has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 5404 Wisconsin Avenue, Suite 330, Chevy ChaseHQ
Contact and registration details
- Legal name
- Tritonpoint Capital, LLC
- Headquarters
- 5404 Wisconsin Avenue, Suite 330, Chevy Chase, MD 20815
- Website
- tritonpointcapital.com
- Phone
- 301-799-9001
- SEC file
- 801-133756
- Founded
- 2025
- Structure
- Delaware LLC
- Fiscal year end
- December
TritonPoint Capital uses Charles Schwab ($183M, 81%) and Fidelity ($42.8M, 19%) as custodians for its separately managed accounts. TritonPoint Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $183M81%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $42.8M19%
At year end, TritonPoint Capital’s separately managed accounts were mostly in stocks (73%) and bonds (15%).
What the accounts hold
- Stocks73%
- Funds11%
- Bonds15%
- Investment grade corporate bonds9%
- State and local bonds6%
- Cash7%
How many clients does TritonPoint Capital have?
TritonPoint Capital has 276 clients and manages $250 million for them, as of August 2026. They include 95 high-net-worth individuals, 95 pooled investment vehicles and 86 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does TritonPoint Capital offer?
TritonPoint Capital provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does TritonPoint Capital use?
TritonPoint Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $183M and Fidelity Brokerage Services LLC (Smithfield, RI), with $42.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does TritonPoint Capital have?
TritonPoint Capital has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does TritonPoint Capital invest in?
At the end of its last fiscal year, TritonPoint Capital’s separately managed accounts held 73% exchange-traded equities, 11% pooled vehicles (private funds and similar), 9% investment grade corporate bonds, 7% cash and equivalents and 6% state and local bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TritonPoint Capital?
TritonPoint Capital’s direct owners are Andrew Schiff, Harold Hughes, Gregory Blake, Deatra Vailes, William Sterling and Temerity Holdings, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does TritonPoint Capital get paid?
TritonPoint Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is TritonPoint Capital registered with the SEC?
Yes, TritonPoint Capital has been registered with the SEC as an investment adviser since 1 July 2025. Its CRD number is 336417 and its SEC file number is 801-133756.
Source: Form ADV Part 1A, Item 1, filed 31 August 2026; IAPD firm record
How do I contact TritonPoint Capital?
TritonPoint Capital’s main office is at 5404 Wisconsin Avenue, Suite 330, Chevy Chase, MD 20815. Its phone number is 301-799-9001. Its website is tritonpointcapital.com.