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 listed as 2022). The firm is classified in the dataset as an investment bank and is owned by a combination of a domestic entity and an individual. Public disclosures around its business lines, advisory services, and client focus are minimal in the source records. The profile data flags several negative attributes explicitly: the firm is not designated as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
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 44
Valentina Veglia
Business Development AssociateCRD 8135115

Kenneth Cunningham
Business DevelopmentCRD 6848989

Bradford Holtmeier
PartnerCRD 6213163
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
Similar firms
IM Global US Distributors LLC
Broker-DealerEl Segundo, CA
Synergy Advisors, LLC
Broker-DealerEl Segundo, CA
Armory Securities, LLC
Broker-DealerEl Segundo, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
VF Securities
Broker-DealerEl Segundo, CA
Triton Pacific Securities, LLC
Broker-DealerEl Segundo, CA