$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2020
- Office Locations
- 1
Office Locations
-- Newport Beach CA
About Axis Point Capital
Axispoint (est. 1994) is a New York-based product design and development firm serving content, media, and creative organizations from startups to Global 1000 enterprises. It provides technology consulting, custom software, web and mobile builds, cloud services, and data and media asset management, with a global team of 500+ specialists and a dedicated blockchain practice.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Zenith Unison crest Glacier Timber Vital north North
Client Personas
Ridge
CRM
Beacon zenith
Custodian
Quantum Vertex alpha Capital unison Peak focus
Investment Themes
Bridge oak
Investment Vehicles
Alpha
Services
Unison Foundation pioneer Momentum Radial
Owner & Executives
BRIAN JAMES SMITH
Chief Executive Officer, Founder
- CRD
- #5166566
- Ownership
- 75% or more
(753) 554-1859
atlas.frontier@vertexcapital.com
in linkedin.com/in/quantum-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,000,000
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $5,238,406,034 | 100.0% |
| Total | $5,238,406,034 | 100.0% |