Criticalpoint Partners LLC
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 317345
- Registered since
- October 3, 2022
- Website
- criticalpointpartners.com
Firm profile
FINTRXOverview
Criticalpoint Partners LLC is organized as a limited liability company and appears on the SEC register beginning in 2022. The firm is categorized as an investment bank rather than a traditional asset manager: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. Ownership is described as a combination of a domestic entity and an individual. Details on specific advisory or business activities were not provided in the source data.
Assets & Accounts
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
Owners & executives
1 of 1
William Young
Founder and CEOCRD 4205625
Contacts
3 of 43
Monique Romero
FinOpCRD 6712654
Robert Woolway
Managing DirectorCRD 1407939

Alexander Chefetz
Managing DirectorCRD 1416136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Echelon Capital
Broker-DealerEl Segundo, CA
TFA Securities, Inc.
Broker-DealerEl Segundo, CA
Triton Pacific Securities, LLC
Broker-DealerEl Segundo, CA
Armory Securities, LLC
Broker-DealerEl Segundo, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Synergy Advisors, LLC
Broker-DealerEl Segundo, CA