CARDINAL POINT CAPITAL LLC
  • CARDINAL POINT CAPITAL LLC

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/30/2012
ADV Location SAN FRANCISCO, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 100,040,510 -3%
of that, discretionary 100,040,510 -3%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 100,040,510 -4%
Avg Account Size 33,346,837 30%
SMA’s Yes
Private Funds 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

263M 225M 188M 150M 113M 75M 38M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary