Multi-Family OfficeRIA · CRD 309294SEC-Registered

Updated:

Triton Financial Group

Triton Financial Group, Inc. is an SEC-registered investment adviser in Oklahoma City, OK, registered since 2020. The firm manages approximately $259 million...

Triton Financial Group

Triton Financial Group, Inc. is an SEC-registered investment adviser in Oklahoma City, OK, registered since 2020. The firm manages approximately $259 million in regulatory assets. It has 5 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Oklahoma City

Corporate office

San Francisco, CA, United States

Sector focus

Real EstatePrivate CreditInfrastructurePrivate Equity

Frequently asked questions

How does Triton Financial Group source proprietary deal flow?

Triton relies on relationships with institutional general partners and direct sourcing from its network of family office principals. The firm does not disclose named partners or co-investors.

Is Triton Financial Group structured as a single family office or multi-family office?

Triton operates as a multi-family office, pooling capital from multiple families. This structure provides access to larger transactions than any single member could achieve individually.

Does Triton participate in fund commitments or only direct deals?

Triton engages in both fund commitments and direct co-investments. The firm allocates capital across fund-of-funds vehicles and direct assets, primarily in private credit and infrastructure.

What investment stages does Triton typically target?

Triton focuses on late-stage, growth equity, and cash-flow-generating assets. It avoids early-stage venture capital and seed rounds.

Where does the underlying wealth come from for Triton's families?

The source of wealth for Triton's member families is not publicly disclosed. The firm maintains strict confidentiality regarding its beneficiaries.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Oklahoma City Multi Family Office profiles