L2 POINT MANAGEMENT LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 317924
- Registered since
- July 28, 2023
- Website
- www.l2-point.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 1DANIELLE BEYER
Chief Compliance OfficerCRD 7482224
Contacts
1 of 1KERSTIN DITTMAR
Founder & Managing PartnerCRD 4983941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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