VERNAL POINT ADVISORS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$3.9B
Discretionary
$2.4B
61% of AUM
Avg account
$15.4M
Accounts
255
Employees
25
Advisory reps
8

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
166587
Registered since
February 9, 2015
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 46%, Private Funds 26%, Cash & Cash Equivalents 11%, State & Local Bonds 9%, Public Funds/Mutual Funds 8%46%
  • 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

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 23

Active vs passive

$259M in ETFs

Passive

90%

$233M

Active

10%

$25.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$126M912,92348.67%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth