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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · JP Morgan · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2009
- Office Locations
- 1
Office Locations
About Archpoint Investors
ArchPoint Investors is an SEC-registered RIA founded in 2009 to serve family office and other sophisticated investors with complex portfolios. The firm builds individualized strategies and actively manages customized portfolios with a benchmark-free, valuation-intensive, real-return approach emphasizing capital preservation, diversification, and risk management. Based in Chicago and Miami, it serves clients across the U.S., Europe, and South America.
Reported data analysis
What the numbers show
Between March 6, 2025 and March 3, 2026, reported AUM increased 11.7%, from $3.7B to $4.1B.
Across 5 reported observations, AUM increased 51.1% between May 3, 2022 and March 3, 2026, from $2.7B to $4.1B.
Of the latest reported AUM, 19.2% is discretionary and 80.8% is non-discretionary.
The firm reports 5 advisory representatives and 38 clients, or 7.6 clients per representative. That equates to $108.8M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ALFREDO JOSE BOTTY
Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
ALEX MICHAEL PAUL
Chief Compliance Officer, Partner
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $791,626,964 | $6,542,372 |
| Non-Discretionary | $3,341,491,838 | $20,129,469 |
| Total | $4,133,118,802 | $14,401,111 |
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Separately Managed Accounts
SMA allocation detail is available
Archpoint Investors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Archpoint Investors's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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