L2 POINT MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$622M
Discretionary
$622M
100% of AUM
Avg account
$104M
Accounts
6
Employees
10
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
317924
Registered since
July 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

L2 Point Management LLC is a privately held limited liability company that registered with the SEC in 2023 and operates as a multifaceted fund manager focused on private pooled vehicles. The firm functions as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those pooled vehicles. Its business activities also include acting as a CPO/CTA. The client base is institutional, and the firm charges a combination of percentage-of-AUM fees and performance-based fees. L2 Point is not identified as an active ESG investor and does not register as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • DANIELLE BEYER

    Chief Compliance OfficerCRD 7482224

Contacts

1 of 1
  • KERSTIN DITTMAR

    Founder & Managing PartnerCRD 4983941

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
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth