Adviser Profile
| As of Date | 08/28/2025 |
| Registration status | Registration Changed to FOSTER POINT CAPITAL, LLC |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 121,012,423 374% |
| of that, discretionary | 121,012,423 374% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 300,279 -12% |
| % High Net Worth | 16.52% -42% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds