POINT WEST ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MISSION VIEJO, California
CRD number
330321

Firm profile

FINTRX

Overview

Point West Asset Management LLC is organized as a limited liability company under individual ownership. Publicly available registry details are sparse: the firm's regulatory registration year is not listed, it is categorized as "unclassified" in the snapshot data, and it does not report itself as a capital allocator. The firm identifies as a sponsor, general partner, and managing member of pooled investment vehicles. The dataset flags Point West as not being an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Philippe Bouet

    Managing MemberCRD 7882945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MISSION VIEJO, CA

ORANGE

Location

MISSION VIEJO, CA

Headquartered in MISSION VIEJO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
23821 Avenida Columbia
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth