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 classified in the data as an investment bank. It registered with the SEC in 2022 and lists ownership that includes both a domestic entity and an individual. The firm does not present itself as a capital allocator, and the available snapshot flags that it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Public-facing detail on the firm’s client segments, fee arrangements, specific business lines and advisory activities is not provided in the source data. That lack of descriptive disclosure limits visibility into whether Criticalpoint intends to operate primarily in investment banking or to offer ongoing advisory relationships to private clients or institutions.
Assets & Accounts
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 46
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
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