DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T••••••••• P•••••••• L••
Latest filing May 27, 2026
First filing on the tape Sep 13, 2024 · 12 filings
SEC status approved since Oct 18, 2024
RAUM
$286M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$286M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$31.8M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$286M as of May 27, 2026
Jan 21, 2025$0 then
HNW client RAUM$264M as of May 27, 2026
Feb 14, 2025$99.2M then
State-registered IARs (5.B.3)5 as of May 27, 2026
Jan 21, 20250 then
Employees (5.A)6 as of May 27, 2026
Jan 21, 20251 then
Private funds: no history
RAUM +163% over the last fiscal yearIARs 0 to 5offices 1 to 6
Practice profile
derived from the filing of May 27, 2026; every figure names its basis
- RAUM per advisor
- $28.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 7derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.3MderivedHNW RAUM over HNW clients
- Average account
- $360,346derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.6derivedItem 5.A over advisors
- Advisors per office
- 1.4derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +163%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +155%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $142M, 149 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$264M92%
- Individuals$22.7M7.9%
- Individual clients
- 32reported
- HNW clients
- 42reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 795reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $142M for 149 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G•••••• T••• P•••••Certified Financial Planner, Chartered Financial Consultant | Scottsdale, Az | Feb 7, 2025 | 25 y | 3 |
| M••••••• A••• M••••• | San Diego, Ca | Feb 27, 2025 | 16 y | 2 |
| M•••• L• H•••••Certified Financial Planner | San Diego, Ca | Feb 27, 2025 | 10 y | 3 |
| J••••••• J••••• A•••• | Clarence, Ny | Jan 20, 2026 | 21 y | 1 |
| R••••• L•••• S••••• | Chevy Chase, Md | May 6, 2026 | 10 y | 0 |
| R•••••• I•• S••••• | Princeton, Nj | May 8, 2026 | 35 y | 0 |
| M•••••• C•••••• S••••••Certified Financial Planner | Chevy Chase, Md | May 16, 2026 | 12 y | 5 |
| C••••• A•••••• S••••••Certified Financial Planner | Chevy Chase, Md | May 18, 2026 | 32 y | 6 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- C••••• A•••••• S•••••• from V•••••• C•••••• M••••••••• L•May 18, 2026 · RIA to RIA
- M•••••• C•••••• S•••••• from V•••••• C•••••• M••••••••• L•May 16, 2026 · RIA to RIA
- J••••••• J••••• A•••• from S••••••• I••••••••• M•••••••••Jan 20, 2026 · RIA to RIA
- M••••••• A••• M••••• from T••••••••• W•••••• L••Feb 27, 2025 · RIA to RIA
- M•••• L• H••••• from T••••••••• W•••••• L••Feb 27, 2025 · RIA to RIA
- G•••••• T••• P••••• from T••••••••• W•••••• L••Feb 7, 2025 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from T••••••••• W•••••• L••Aug 11, 2025 · San Diego, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••••• H•••••• L•••• · Chief Compliance Officer, Ceocontrolsince 09/2024 · owns 10% to 25%
- B••••• G••••••• E••••• · Ownersince 09/2024 · owns 10% to 25%
- S•••••• A•••••• K•••• · Ownersince 09/2024 · owns 10% to 25%
- S•••••••• W••••••• A••• · Ownersince 09/2024 · owns 10% to 25%
- V•••••• D••••• · Ownersince 09/2024 · owns 10% to 25%
Entity owners
- D•••••• F•••••••• P•••••••• L•• · LLC Member-Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chevy Chase, Md · principal | 8 | 5 | 0 | ||
| San Diego, Ca | 3 | 0 | 0 | ||
| Princeton, Nj | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- San Diego, CA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 22, 2026RAUM (Item 5.F) moved from $108,867,841 to $286,475,355 (+163.0%) between the annual amendments of 2025-02-14 and 2026-04-22; the peer median change was +15.0% (4550 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 100% percentile
What changed
consecutive filings, newest first
- Other offices · 3 to 6Apr 22, 2026 to May 27, 2026
- Employees · 7 to 6Mar 30, 2026 to Apr 22, 2026
- Accounts · 242 to 795Jan 20, 2026 to Mar 30, 2026
- Advisory employees · 4 to 3Jan 20, 2026 to Mar 30, 2026
- Charity clients · 4.0 to unsetJan 20, 2026 to Mar 30, 2026
- Corporate clients · 1.0 to unsetJan 20, 2026 to Mar 30, 2026
- HNW clients · 21 to 42Jan 20, 2026 to Mar 30, 2026
- Individual clients · 15 to 32Jan 20, 2026 to Mar 30, 2026
- Pension plan clients · 3.0 to unsetJan 20, 2026 to Mar 30, 2026
- Assets in custody · $67.2M to $142MJan 20, 2026 to Mar 30, 2026
- Employees · 4 to 7Jan 20, 2026 to Mar 30, 2026
- State-registered IARs · 4 to 5Jan 20, 2026 to Mar 30, 2026
- Other offices · 2 to 3Jan 20, 2026 to Mar 30, 2026
- Discretionary RAUM · $110M to $286MJan 20, 2026 to Mar 30, 2026
- HNW RAUM · $97.4M to $264MJan 20, 2026 to Mar 30, 2026
- Individual RAUM · $7.3M to $22.7MJan 20, 2026 to Mar 30, 2026
- Pension RAUM · 405451.0 to unsetJan 20, 2026 to Mar 30, 2026
- RAUM · $110M to $286MJan 20, 2026 to Mar 30, 2026
- Other offices · 1 to 2Aug 21, 2025 to Dec 8, 2025
- Financial planning clients · 0 to 0May 1, 2025 to Aug 21, 2025
- Accounts · 196 to 242Feb 14, 2025 to May 1, 2025
- Advisory employees · 1 to 4Feb 14, 2025 to May 1, 2025
- Charity clients · 3 to 4Feb 14, 2025 to May 1, 2025
- Corporate clients · unset to 1.0Feb 14, 2025 to May 1, 2025
- Individual clients · 8 to 15Feb 14, 2025 to May 1, 2025
- Pension plan clients · 1 to 3Feb 14, 2025 to May 1, 2025
- Assets in custody · unset to 67244962.0Feb 14, 2025 to May 1, 2025
- Custody of client assets · false to trueFeb 14, 2025 to May 1, 2025
- Employees · 2 to 4Feb 14, 2025 to May 1, 2025
- State-registered IARs · 0 to 4Feb 14, 2025 to May 1, 2025
- Discretionary RAUM · $109M to $110MFeb 14, 2025 to May 1, 2025
- HNW RAUM · $99.2M to $97.4MFeb 14, 2025 to May 1, 2025
- Individual RAUM · $5.8M to $7.3MFeb 14, 2025 to May 1, 2025
- Pension RAUM · $251,429 to $405,451Feb 14, 2025 to May 1, 2025
- RAUM · $109M to $110MFeb 14, 2025 to May 1, 2025
- Related adviser · false to trueFeb 14, 2025 to May 1, 2025
- Accounts · 0 to 196Jan 21, 2025 to Feb 14, 2025
- Charity clients · unset to 3.0Jan 21, 2025 to Feb 14, 2025
- HNW clients · unset to 21.0Jan 21, 2025 to Feb 14, 2025
- Individual clients · unset to 8.0Jan 21, 2025 to Feb 14, 2025
Signals
3 dated events
- T••••••••• P•••••••• L•• reported RAUM $286.5M, up 160% from $110.3M (2026-01-20 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- 2 advisors left T••••••••• W•••••• L•• (San Diego, CA) for T••••••••• P•••••••• L•• a day apartAug 11, 2025 · Team lift-out · derived
- T••••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Sep 13, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- contact@tritonpointpartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 301-799-9001reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- tritonpointpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 301-799-9001reportedpublic record, Form ADV, May 27, 2026
- Contact form
- tritonpointpartners.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- tritonpointpartners.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $31.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026