KPOINT CAPITAL LLC

RIASEC Registered

Total AUM

$2.6M

Discretionary

$2.6M

100% of AUM

Avg account

$290K

Accounts

Employees

Advisory reps

Firm details

Headquarters: MANHASSET, New York
CRD number: 333024
Custodians: INTERACTIVE BROKERS LLC, E*TRADE SECURITIES LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses88.14%
Individuals11.86%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Kpoint Capital LLC is a small, privately owned limited liability company that provides advisory services to individuals, small businesses, larger business or institutional clients and offers pension consulting and financial planning. The firm reports a mix of fee arrangements including percentage-of-AUM charges, hourly billing, fixed fees and performance-based fees. It is not described as an active ESG investor and is not identified as a multi-state adviser. Kpoint’s advisory scope, as reported, centers on portfolio management and financial planning rather than capital allocation or fund management. The firm is classified as unclassified in the data provided and lists its owner type as an individual.