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 is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides fee-based wealth management and financial planning, charging a percentage of assets under management. Its client mix includes individuals, families and some institutional relationships, with an emphasis on portfolio management for individuals and small businesses. Point Nemo is not identified as an active ESG investor and does not operate as a multistate adviser according to the available filings.
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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