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CARDINAL POINT CAPITAL LLC
CRD 141166 · SEC 801-74078
50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, 94111-4624, United States
Phone
415-277-5967
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$100.0M
Discretionary AUM
$100.0M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $100.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD