POINTONE FAMILY OFFICE

Overview

Pointone Family Office is organized as a limited liability company that positions itself as a capital allocator for high-net-worth individuals and families. The firm is registered with the SEC as of 2025 and charges clients on a percentage-of-AUM basis. Its advisory services focus on discretionary portfolio management for individuals and small businesses and on selecting third-party advisers when appropriate. Pointone also operates as an insurance broker and lists formal ties with a law firm and an insurance company. The firm does not identify as an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives