Vernal Point Advisors, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 166587
- Registered since
- February 9, 2015
- Website
- www.vernalpoint.com
- Custodians
- J.P. MORGAN SECURITIES INC., NATIONAL FINANCIAL SERVICES LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.05%
- Pooled Investment Vehicles2.82%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Vernal Point Advisors, LLC is an independent, SEC-registered RIA formed in 2015 and organized as an LLC. The firm serves both high-net-worth individuals and institutional clients and describes itself as a capital allocator. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed fees. The firm is not positioned as an ESG investor and does not identify as a multi-state adviser. It also reports sponsor/GP and managing-member roles for pooled investment vehicles, indicating experience structuring or operating private investment vehicles in addition to providing advisory services.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities46%
- Private Funds26%
- Cash & Cash Equivalents11%
- State & Local Bonds9%
- Public Funds/Mutual Funds8%
Owners & executives
2 of 2
Mark Guinney
Chief Investment OfficerCRD 5868167
Heidi Johnson
Chief Compliance OfficerCRD 2443764
Contacts
3 of 6
John Turcik
Director Of Portfolio ManagementCRD 6287848
Paul Morelli
Managing PartnerCRD 6150421
Ryan Cardiff
Associate DirectorCRD 7293809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$259M in ETFs
90%
$233M
10%
$25.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $126M | 912,923 | 48.67% |
Location
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
- 235 Pine St
- Time zone
- PT (UTC-8)
- Office locations
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