Point Nemo Capital, LLC

RIASEC RegisteredEst. 2026
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$1.1M
Accounts
96
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
328695
Registered since
February 24, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI98.02%
  • Individuals1.79%
  • Pension & Profit Sharing Plans0.19%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Point Nemo Capital, LLC is an independent registered investment adviser structured as an LLC and SEC-registered in 2026. The firm is owned by an individual and serves both high-net-worth individuals/families and institutional clients. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses, and it charges clients on a percentage-of-AUM basis. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Brian Anderson

    Brian Anderson

    Founder & Managing MemberCRD 5904258

  • Wael Salam

    Wael Salam

    Business Development DirectorCRD 6668229

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 19

Active vs passive

$83.5M in ETFs

Passive

100%

$83.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP)VanguardPassiveShort Term Inflation Protected Bond$7.4M147,8488.84%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth