|
⚲
|
| Triton Financial Group Inc
✚
|
|
|---|---|
| CRD # | 309294 |
| SEC # | 801-119672 |
| CIK # | 0001660734, 0001811805 |
| AUM | $258.7 M (2026-03-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 405-696-7140 |
| Address | 14614 Bogert Parkway Oklahoma City, OK 73134 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 3.4 | ||
| Public Storage | 1.5 | ||
| GE Vernova Inc | 1.0 | ||
| Trebia Acquisition Corp | 0.9 | ||
| Alphabet Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 36.3 |
| (b) Individuals (high net worth individuals) | 48 | 145.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 55 | 64.1 |
| (h) Charitable organizations | 2 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 507 | 258.7 |
| By Discretionary | ||
| Discretionary | 507 | 258.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 507 | 258.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.7 | |
| Total | 507 | 258.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001660734] | |
| 10-Q | [0001660734] | |
| 3 | [0001660734] | |
| 4 | [0001660734] | |
| 5 | [0001660734] | |
| 6-K | [0001660734] | |
| 8-K | [0001660734] | |
| SC 13D | [0001660734] | |
| SC 13G | [0001660734] | |
| 13F-HR | [0001811805] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Valentine Kevin | |
| Triton International Ltd | |
| Hellmann John C | |
| Gallagher Michelle | |
| De Bruin Filip | |
| Joynt David | |
| Pizzuto Terri | |
| Romeo Roderick | |
| Sondey Brian | |
| Vaughan Ben | |
| View All | |
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|
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|
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