Pointone Family Office

Overview

Pointone Family Office LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm is SEC-registered (registration year 2025) and operates as a capital allocator and discretionary portfolio manager while also acting as an insurance broker. Its advisory scope includes portfolio management for individuals and small businesses and the selection of other advisers; fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives