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VERNAL POINT ADVISORS, LLC
CRD 166587 · SEC 801-80962
235 PINE ST, SUITE 1225, SAN FRANCISCO, CA, 94104, United States
Phone
415-237-3530
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.94B
Discretionary AUM
$2.41B
Team
25 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $3.82B |
| Pooled investment vehicles | 2 | $111.0M |
States served
CA, GA, KY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD