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., 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
FINTRXOverview
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
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 Funds66%
- Cash & Cash Equivalents17%
- Exchange Traded Equities9%
- State & Local Bonds4%
- Private Funds4%
Owners & executives
3 of 3
David Savir
Chief Executive OfficerCRD 5547648

Carlos Dominguez
President, Chief Investment OfficerCRD 2497363
Nancy Goldstein
Senior Vice President & Chief Compliance OfficerCRD 7393528
Contacts
3 of 7
John Rodriguez
Client Service AssociateCRD 6736791

Andrew Colannino
AnalystCRD 7989652

Kathryn Zurcher
Senior Client Service AssociateCRD 5697330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$589M in ETFs
95%
$557M
5%
$31.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $235M | 313,184 | 39.85% |
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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