Criticalpoint Partners LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
47
Avg account
$0

Firm details

Headquarters
El Segundo, California
CRD number
317345
Registered since
October 3, 2022

Firm profile

FINTRX

Overview

Criticalpoint Partners LLC is organized as a limited liability company and is classified in the data as an investment bank. It registered with the SEC in 2022 and lists ownership that includes both a domestic entity and an individual. The firm does not present itself as a capital allocator, and the available snapshot flags that it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Public-facing detail on the firm’s client segments, fee arrangements, specific business lines and advisory activities is not provided in the source data. That lack of descriptive disclosure limits visibility into whether Criticalpoint intends to operate primarily in investment banking or to offer ongoing advisory relationships to private clients or institutions.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • William Young

    William Young

    Founder and CEOCRD 4205625

Contacts

3 of 46
  • Valentina Veglia

    Valentina Veglia

    Business Development AssociateCRD 8135115

  • Kenneth Cunningham

    Kenneth Cunningham

    Business DevelopmentCRD 6848989

  • Bradford Holtmeier

    Bradford Holtmeier

    PartnerCRD 6213163

Unlock 43 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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Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2101 Rosecrans Ave
Time zone
PT (UTC-8)
Office locations

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