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Building 2STOIC POINT CAPITAL MANAGEMENT LLC

Map pinPALO ALTO, CA
Phone650-503-9750
NotebookSEC #801-136059
Total AUM
$119.5M
Employees
3
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
645 HIGH STREET
SUITE B
PALO ALTO
CA 94301
United States
Operating Hours
8:30 A.M. - 5:00 P.M. ET
Monday - Friday
Phone
650-503-9750

ReceiptFinancials

Total AUM
$119.5M
Accounts
10
Discretionary
$119.5M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
6
AUM
$35.4M
Pooled Vehicle Clients
4
AUM
$84.1M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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