Focuspoint Private Capital Group
Firm details
- Headquarters
- New York, New York
- CRD number
- 122341
- Registered since
- November 8, 2002
- Website
- www.fpcgllc.com
Firm profile
FINTRXOverview
Focuspoint Private Capital Group is organized as a limited liability company and appears in SEC records with a registration year of 2002. Public disclosures about the firm's business model, client focus and specific advisory activities are sparse; FINTRX classifies the firm as "Unclassified" and lists the owner type as both a domestic entity and an individual. Available data flags several status items: the firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. Fee structure, target client segments, and portfolio construction approach are not provided in the source material.
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
2 of 2
Louis Mattielli
Chief Compliance OfficerCRD 1074096
David Conrod
Chief ExecutiveCRD 2400517
Contacts
3 of 10
Jonathan Morley
Co-FounderCRD 1802026

Patricia Chalian
Managing DirectorCRD 4808350

Phyllis Chin
FinOpCRD 6250921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 712 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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