POINTONE FAMILY OFFICE, LLC

POINTONE FAMILY OFFICE, LLC of MANHATTAN BEACH, CA is an SEC-registered investment adviser (CRD 338563). Regulatory assets under management: $327.1M.

Registration

• CRD: 338563
• SEC file number: 801-134522
• Type: Registered investment adviser
• Location: 919 MANHATTAN AVENUE, SUITE 101, MANHATTAN BEACH, CA, 90266
• Phone: (310) 737-2637
• Latest filing: 2026-04-10
• Regulatory AUM: $327.1M
• Discretionary AUM: $257.7M
• Non-discretionary AUM: $69.4M
• Clients: 4
• Accounts: 227

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338563 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search