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Building 2CARDINAL POINT CAPITAL LLC

Map pinSAN FRANCISCO, CA
Phone415-277-5967
NotebookSEC #801-74078
Total AUM
$100M
Employees
5
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CALIFORNIA STREET
SUITE 1500
SAN FRANCISCO
CA 94111-4624
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
415-277-5967

ReceiptFinancials

Total AUM
$100M
Accounts
3
Discretionary
$100M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$100M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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