Kpoint Capital LLC

RIASEC & State 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
Website: kpointcapital.com
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 New York–based limited liability company that provides fee-based financial planning and portfolio management for individuals, small businesses, institutions and pension plans. The firm is registered with the SEC (registration year: Unknown) and lists an individual owner. Its adviser fee options include percentage-of-AUM billing as well as hourly, fixed and performance-based arrangements. Kpoint does not identify as an active ESG investor.