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 a limited liability company that registered with the SEC in 2022 and is classified in the FINTRX snapshot as an investment bank rather than a traditional registered investment adviser or asset manager. The firm is identified as a domestic entity/individual owner type and is not listed as a multi-state adviser, pension consultant, related adviser, or active ESG investor. FINTRX data indicate the organization does not operate as a capital allocator, which suggests its primary activities are likely advisory or transactional rather than discretionary portfolio management.
Assets & Accounts
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
Owners & executives
1 of 1WILLIAM YOUNG
Founder and CEOCRD 4205625
Contacts
3 of 42Valentina Veglia
Business Development AssociateCRD 8135115
KENNETH CUNNINGHAM
Business DevelopmentCRD 6848989
BRADFORD HOLTMEIER
PartnerCRD 6213163
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
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