CARDINAL POINT CAPITAL LLC

RIASEC RegisteredEst. 2012
Total AUM
$100M
Discretionary
$100M
100% of AUM
Avg account
$33.3M
Accounts
3
Employees
5
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
141166
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cardinal Point Capital LLC is an SEC-registered hedge fund adviser formed in 2012 and organized as a limited liability company. The firm services institutional clients and operates as a commodity pool operator/commodity trading advisor (CPO/CTA), providing portfolio management for pooled investment vehicles and acting in sponsor/GP/managing-member roles for those vehicles. Its fee model combines a percentage-of-assets charge with performance-based fees. Ownership is described as a mix of a foreign entity and an individual. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • MARK SIPPRELLE

    Managing PartnerCRD 5979484

  • GREG ELMLINGER

    Managing PartnerCRD 5979485

  • MICHELLE YARWOOD

    CCOCRD 5979457

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
50 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

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