Element Pointe Family Office

RIASEC RegisteredEst. 2016
Total AUM
$1.2B
Discretionary
$1.2B
95% of AUM
Avg account
$3M
Accounts
412
Employees
11
Advisory reps
10

Firm details

Headquarters
Miami, Florida
CRD number
282750
Registered since
February 10, 2016
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • HNWI99.65%
  • Pooled Investment Vehicles0.19%
  • Pension & Profit Sharing Plans0.16%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Element Pointe Family Office is an independent RIA organized as a limited liability company and registered with the SEC since 2016. The firm operates as a capital allocator and serves both individual/family clients and institutional investors. Its advisory scope includes financial planning, portfolio management for individuals and pooled vehicles, and the selection of third‑party advisers. The firm’s fee arrangements are varied — including percentage of AUM, fixed fees and performance-based fees — and its activities extend into sponsoring and managing pooled investment vehicles. The firm’s name and structure indicate a family office orientation: it combines discretionary portfolio management and planning services commonly used by wealthy families with capabilities to act as a sponsor or general partner in alternative investments. Element Pointe does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Cash & Cash Equivalents 17%, Exchange Traded Equities 9%, State & Local Bonds 4%, Private Funds 4%66%
  • Public Funds/Mutual Funds66%
  • Cash & Cash Equivalents17%
  • Exchange Traded Equities9%
  • State & Local Bonds4%
  • Private Funds4%

Owners & executives

3 of 3
  • David Savir

    David Savir

    Chief Executive OfficerCRD 5547648

  • Carlos Dominguez

    Carlos Dominguez

    President, Chief Investment OfficerCRD 2497363

  • Nancy Goldstein

    Senior Vice President & Chief Compliance OfficerCRD 7393528

Contacts

3 of 7
  • John Rodriguez

    John Rodriguez

    Client Service AssociateCRD 6736791

  • Andrew Colannino

    Andrew Colannino

    AnalystCRD 7989652

  • Kathryn Zurcher

    Kathryn Zurcher

    Senior Client Service AssociateCRD 5697330

Unlock 4 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 45

Active vs passive

$589M in ETFs

Passive

95%

$557M

Active

5%

$31.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$235M313,18439.85%

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
333 Se 2nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth