Little Point Capital, LLC

RIASEC Registered
Total AUM
$37.1M
Discretionary
$37.1M
100% of AUM
Avg account
$12.4M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154066
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Little Point Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and positions itself to serve individual and family clients. Its fee arrangements include both a percentage-of-assets-under-management schedule and the option for fixed fees. Little Point Capital does not present itself as a multi-state adviser, a pension consultant, a capital allocator to other managers, or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 90%, Exchange Traded Equities 10%90%
  • State & Local Bonds90%
  • Exchange Traded Equities10%

Contacts

1 of 1
  • Danyal Ozizmir

    PrincipalCRD 1613466

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth