Partner, Chief Executive Officer, President · Tritonpoint Capital, LLC
William A. Sterling
CRD 4823837 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Tritonpoint Capital, LLC, an SEC-registered wealth manager based in Chevy Chase, MD with $250 million in regulatory assets, lists William A. Sterling on its Form ADV as Partner, Chief Executive Officer, President, a control person. The SEC filings also name William at 2 other registered advisers.
Firms and roles
- Tritonpoint Capital, LLCPartner, Chief Executive Officer, PresidentWealth manager · Chevy Chase, MD · $250M in regulatory assets
- Tritonpoint Wealth, LLCManaging MemberWealth manager · Chevy Chase, MD · $1.5B in regulatory assets
- Tritonpoint Partners, LLCOwnerWealth manager · Chevy Chase, MD · $286M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Andrew K. SchiffPartner, Tritonpoint Capital, LLC
- Harold L. HughesOwner, Tritonpoint Capital, LLC
- Gregory E. BlakePartner, Tritonpoint Capital, LLC
- Deatra L. VailesPartner, Chief Compliance Officer, Tritonpoint Capital, LLC
- Gregory T. PowersPartner, Managing Director, Tritonpoint Partners, LLC
1 more person named with William on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.