Investment adviser · CRD 336417

TRITONPOINT CAPITAL, LLC

Investment adviser filing (IA)

CHEVY CHASE, MD, United States · Form ADV filed Aug 31, 2026

Regulatory AUM
$250M
Form ADV · Item 5.F
Client accounts
376
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals95$166,620,02866.6%
Individuals86$55,472,41022.2%
Pooled investment vehicles95$24,842,0009.9%
Corporations & businessesFewer than 5$3,244,3101.3%
Filing source

Form ADV 2129718 · Aug 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TRI-Q CORE PRIVATE MARKETS FUND LPPrivate Equity Fund · Last reported Aug 31, 2026$23MGross asset value

Form D fundraising filings

Tri-Q Core Private Markets Fund, LP

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. NEW YORK, New York, United States
Custodian CITIZENS PRIVATE BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-7092266077
Reported beneficial owners
88
Minimum commitment
$100K
Form D file number
021-556471

Form ADV 2129718 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TRI-Q CORE PRIVATE MARKETS ACCESS FUND, LPPrivate Equity Fund · Last reported Aug 31, 2026$0Gross asset value
Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. NEW YORK, New York, United States
Custodian CITIZENS PRIVATE BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-1593036506
Reported beneficial owners
32
Minimum commitment
$100K
Form D file number
021-556471

Form ADV 2129718 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 31, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

5404 WISCONSIN AVENUE, SUITE 330
CHEVY CHASE, MD, 20815, United States

CRD 336417

Filing source

Form ADV 2129718 · Aug 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.