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Tritonpoint Partners, LLC

● SEC registered since 2024CRD 333259SEC# 801-131295Chevy Chase, MD
Export (members)
Reg. AUM
$286.5M
Employees
6
Accounts
795
Location
Chevy Chase, MD

Tritonpoint Partners, LLC assets under management

Tritonpoint Partners, LLC is a registered investment adviser overseen by the SEC based in Chevy Chase, MD. The firm has been registered since 2024. It reports $286.5 million in regulatory assets under management and employs 6 people.

Tritonpoint Partners, LLC owners & executives

14 reported
NameTitleOwnershipSince
Andrew Kevan Schiff ControlOwner5-10%2024
Deatra Latrice Vailes ControlOwner, Chief Compliance Officer10-25%2024
Dynasty Financial Partners, LLCLlc Member-Owner10-25%2024
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Frequently asked questions

How much does Tritonpoint Partners, LLC manage?

Tritonpoint Partners, LLC reports $286.5 million in regulatory assets under management on its Form ADV.

How many employees does Tritonpoint Partners, LLC have?

Tritonpoint Partners, LLC reports 6 employees.

Where is Tritonpoint Partners, LLC located?

Tritonpoint Partners, LLC is based in Chevy Chase, MD and has been SEC-registered since 2024.

Does Tritonpoint Partners, LLC disclose fund performance?

Tritonpoint Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD 20815
Phone301-799-9001
Office hours9-5
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$286.5M▲ 163%
Feb '25 — $108.9MMar '25 — $110.3MApr '25 — $110.3MMay '25 — $110.3MJun '25 — $110.3MJul '25 — $110.3MAug '25 — $110.3MSep '25 — $110.3MOct '25 — $110.3MNov '25 — $110.3MDec '25 — $110.3MJan '26 — $110.3MFeb '26 — $110.3MMar '26 — $286.5MApr '26 — $286.5MMay '26 — $286.5MJun '26 — $286.5M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$286.5Mregulatory AUM
Discretionary $286.5M