Point Nemo Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328695
- Registered since
- February 24, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.02%
- Individuals1.79%
- Pension & Profit Sharing Plans0.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Point Nemo Capital, LLC operates as an independent registered investment adviser organized as an LLC. The firm serves a mix of individual, family and institutional clients, delivering financial planning and portfolio management services with a fee model tied to assets under management. Its stated advisory focus is on planning and managing portfolios for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Contacts
2 of 2
Brian Anderson
Founder & Managing MemberCRD 5904258
Wael Salam
Business Development DirectorCRD 6668229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$115M in ETFs
91%
$104M
5%
$10.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CONVERTIBLE BOND ETF (ICVT) | BlackRock | Passive | Convertibles | $7.8M | 64,066 | 6.81% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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