Criticalpoint Partners LLC
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 317345
- Registered since
- October 3, 2022
- Website
- criticalpointpartners.com
Firm profile
FINTRXOverview
Criticalpoint Partners LLC is organized as a limited liability company and is registered with the SEC (registration year 2022). Public filings classify the firm as an investment bank and list ownership as a domestic entity and/or individual. Available disclosures are sparse: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser. It is also not listed as a pension consultant or a related adviser. Specifics about its advisory activities, fee model, and target client segments are not included in the provided data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Young
Founder and CEOCRD 4205625
Contacts
3 of 43
Monique Romero
FinOpCRD 6712654
Robert Woolway
Managing DirectorCRD 1407939

Alexander Chefetz
Managing DirectorCRD 1416136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2101 Rosecrans Ave
- Time zone
- PT (UTC-8)
- Office locations
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