Little Point Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154066
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Little Point Capital, LLC is a limited liability company focused on portfolio management services for individuals and small businesses. The firm operates with a client-centric approach, primarily serving individual and family clients. With a fee structure that includes a percentage of assets under management and fixed fees, Little Point Capital emphasizes transparency and alignment of interests with its clients. The firm is not classified as an ESG investor and does not engage in capital allocation activities.
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
- State & Local Bonds90%
- Exchange Traded Equities10%
Contacts
1 of 1Danyal Ozizmir
PrincipalCRD 1613466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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