POINT 16 CAPITAL, LLC

Overview

Point 16 Capital, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and performance-based fees, which suggests it runs concentrated, outcome-oriented strategies alongside traditional AUM-based solutions. The advisor is classified as unclassified and is not an active ESG investor; it does not operate as a multi-state adviser. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments. The business model and fee arrangements indicate a boutique operation where the principal(s) maintain direct client relationships and make discretionary allocation decisions rather than functioning as a large allocator or institutional consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices