Three Main Points LLC

Overview

Three Main Points LLC is an independent registered adviser organized as a limited liability company and operating out of California. The firm serves both individual and family clients as well as institutional accounts, with a mix of financial planning and portfolio management services targeted toward individuals and small businesses. Its fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and the option for performance-based fees. Investment approach tilts strongly toward public equities, and the ADV indicates the firm deploys client capital into third‑party alternative managers as part of its toolkit. The adviser does not position itself as an institutional capital allocator; instead, alternatives are used alongside mutual funds and corporate debt to round out client portfolios. Three Main Points does not report an emphasis on ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices