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 an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and positions itself to serve individual and family clients. Its fee arrangements include both a percentage-of-assets-under-management schedule and the option for fixed fees. Little Point Capital does not present itself as a multi-state adviser, a pension consultant, a capital allocator to other managers, or an active ESG investor.
Assets & Accounts
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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