ELEMENT POINTE FAMILY OFFICE
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 282750
- Registered since
- February 10, 2016
- Website
- elementpointe.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- 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
FINTRXOverview
Element Pointe Family Office operates as an independent RIA organized as an LLC and has been SEC-registered since 2016. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles and the selection of third-party advisers. Fee arrangements span percentage-of-AUM, fixed fees, performance-based fees and other structures. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds70%
- Cash & Cash Equivalents12%
- Exchange Traded Equities9%
- State & Local Bonds5%
- Private Funds4%
Owners & executives
2 of 2DAVID SAVIR
Chief Executive OfficerCRD 5547648
CARLOS DOMINGUEZ
President, Chief Investment OfficerCRD 2497363
Contacts
3 of 7Karina Dickason
Client Service AssociateCRD 8165746
John Rodriguez
Client Service AssociateCRD 6736791
Andrew Colannino
AnalystCRD 7989652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$503M in ETFs
96%
$481M
4%
$22.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $199M | 304,933 | 39.59% |
Location
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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