SourcingSourcing

TRITONPOINT PARTNERS, LLC

C36
CRD 333259·SEC 801-131295·CHEVY CHASE, MD
AUM
$286.5M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$859K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRITONPOINT PARTNERS, LLC
CRD
333259
SEC file #
801-131295
EIN
331562464
DBA names
—

Economics

AUM
$286.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$110.3M → $286.5M▲ +160%
Client mix
Individuals High Net Worth42
Individuals Other32

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
CHEVY CHASE MD
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
linkedin.com/company/tritonpoint-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLAKE, GREGORY, EDWARD
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
BLAKE, GREGORY, EDWARD
HUGHES, HAROLD, LAROY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111167
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0002111167-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
5404 WISCONSIN AVESTE. 330CHEVY CHASE, MD 20815
Business
5404 WISCONSIN AVESTE. 330CHEVY CHASE, MD 20815
Edgar EIN
331562464
Edgar Recent Filings
13F-HR2026-04-28 · 0002111167-26-000002
13F-HR2026-02-13 · 0002111167-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5392729
Trust Company Affiliate
No

People (14)

14
Powers, Gregory, Todd
IAR · Direct Owner · 17.5%
4302842
BLAKE, GREGORY, EDWARD
IAR · Direct Owner · 17.5%
5392729
HAROLD LAROY HUGHES
Direct Owner · 17.5%
1278178
STERLING, WILLIAM, ALAN
Direct Owner · 17.5%
4823837
VAILES, DEATRA, LATRICE
Direct Owner · 17.5%
7157201
SCHIFF, ANDREW, KEVAN
Direct Owner · 7.5%
3167703
ANDRADE, EDUARDO, NM
Direct Owner · 7.5%
2963912
RICHARD IRA SICHEL
IAR
1817908
AMOIA, JONATHAN, JOSEPH
IAR
4790697
ROBERT LOUIS SICHEL
IAR
4952990
MATTHEW CHARLES SANCHEZ
IAR
6252899
Carlos Alberto Sanchez
IAR
2427628
Megan Hayden
IAR
6923197
Meredith Anne McCall
IAR
5126395