POINTONE FAMILY OFFICE

POINTONE FAMILY OFFICE, LLC

CRD 338563 · SEC 801-134522

919 MANHATTAN AVENUE, SUITE 101, MANHATTAN BEACH, CA, 90266, United States

Phone

(310) 737-2637

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$327.1M

Discretionary AUM

$257.7M

Team

4 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-10

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	8	$2.0M
High net worth individuals	17	$325.1M

Official SEC filing: View on IAPD