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 a privately held limited liability company that operates as an independent registered investment adviser. Formed in 2009, the firm positions itself as a capital allocator serving both individual and institutional clients. Its advisory mandate covers discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus the selection of third‑party advisers. Fee arrangements include percentage of AUM, fixed fees and performance‑based components. Archpoint reports that it does not operate as an active ESG investor and is not identified as a multi‑state adviser or pension consultant. The firm also serves as sponsor, general partner and managing member for pooled investment vehicles it sponsors.