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 investment adviser organized as an LLC and operating since 2015. The firm identifies as a capital allocator serving both high‑net‑worth individuals and families as well as institutional clients. Its advisory menu centers on financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Vernal Point charges a mix of percentage‑of‑AUM, hourly and fixed fees and is not identified as an ESG‑driven manager. The firm also plays active sponsor/GP and managing‑member roles for pooled investment vehicles, indicating it constructs or oversees proprietary structures in addition to recommending outside managers. It does not present itself as a multi‑state adviser or a pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities46%
- Private Funds26%
- Cash & Cash Equivalents11%
- State & Local Bonds9%
- Public Funds/Mutual Funds8%
Owners & executives
2 of 2MARK GUINNEY
Chief Investment OfficerCRD 5868167
HEIDI JOHNSON
Chief Compliance OfficerCRD 2443764
Contacts
3 of 6JOHN 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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