Tritonpoint Capital, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

TritonPoint Capital offers investment advisory services to institutions, individuals, and other entities, including managing investments for private funds. Services are tailored to client needs, with potential restrictions on investments. They also offer an Outsourced Chief Investment Officer (OCIO) program and consulting services to other asset managers. The firm manages investment portfolios and provides investment advice.

Assets Under Management$110M
Clients161
Advisors1
Avg. per Client$700K
Avg. per Advisor$110M

Fee Structure

Investment management only (planning not offered)

TritonPoint Capital offers investment management services to institutions and high-net-worth individuals through separate accounts, charging a fee based on a percentage of the assets managed. These fees are negotiable and can vary based on client type, investment restrictions, and the amount of assets managed. The firm also offers an Outsourced Chief Investment Officer (OCIO) program with fees ranging from 0.25% to 1.00%.

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Location

1 Advisors at this firm

Tritonpoint Capital, LLC | TrueAdvisor