POINT SUR INVESTORS LLC
Firm details
- Headquarters
- EL CERRITO, California
- CRD number
- 282783
- Website
- www.pointsurinvestors.com
Firm profile
FINTRXOverview
Point Sur Investors LLC is an individual-owned limited liability company recorded in FINTRX as an unclassified adviser. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and does not report multi-state adviser status. FINTRX does not list specific advisory activities, client segments, or fee arrangement details for the firm.
Assets & Accounts
Investments & Alternatives
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
1 of 1Jonathan Fassberg
Founder and CEOCRD 2445289
Contacts
1 of 1Thomas Butler
Managing MemberCRD 6608676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EL CERRITO, CA
CONTRA COSTA
Location
EL CERRITO, CA
Headquartered in EL CERRITO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1073 Arlington Blvd
- Time zone
- PT (UTC-8)
- Office locations
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