Archpoint Investors

RIASEC RegisteredEst. 2009

Total AUM

$4.1B

Discretionary

$792M

19% of AUM

Avg account

$14.4M

Accounts

287

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 151807
Registered since: October 8, 2009
Website: archpointinvestors.com
Custodians: J.P. MORGAN SECURITIES INC., FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI93.47%
Charitable Organizations5.6%
Pooled Investment Vehicles0.92%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Archpoint Investors is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm has been SEC-registered since 2009 and is owned by an individual. Its advisory practice spans discretionary and non-discretionary portfolio management for individuals, pooled vehicles, and institutional entities, and it acts as a selector of other advisers. Fee arrangements include asset-based fees, fixed fees, and performance-based compensation. Archpoint does not identify as an active ESG investor nor as a multi-state adviser in the provided data. The firm also serves as a sponsor, general partner, or managing member of pooled investment vehicles.