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DEW Point Capital

DEW Point Capital. CRD 305010

DEW Point Capital logo

CRD: 305010

DEW Point Capital

LOS Angeles, CA, 90028
4102582174
www.dewpointcap.com
$513.2M Total AUM
$512.0M Disc. AUM
46.8% 3Y CAGR
2 Employees
618 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
MatrixUnison +more
Established Date
09-19-2019
Office Locations
3

Office Locations

1019 E. 4TH Pl. LOS Angeles CA
7080 Hollywood Blvd. 7TH Floor LOS Angeles CA
9000 W Sunset Blvd. West Hollywood CA

About DEW Point Capital

Dew Point Capital, Inc. is a Los Angeles–based registered investment adviser providing fiduciary financial planning and investment management for professionals, entertainers, business owners, athletes, and other affluent households. Engagements start with a comprehensive financial check-up and one-on-one guidance, with portfolio work focused on growth, income, and tax-aware strategies plus insurance planning. Client accounts are custodied at Charles Schwab.

Team overview

-- AVG AGE
$256.6M AVG AUM / ADVISOR
$830.5K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

See the complete signal summary connected to horizon.
See the complete signal summary connected to pathway.
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Asset Classes

Meridian Legacy matrix Harbor Radial Wave Ember legacy

Client Personas

Signal Wave ridge Pioneer prime

Custodian

Summit Vector wave Matrix focus Harbor bridge Vital Unison pathway Frontier Catalyst foundation

Investment Themes

Ember oak Beacon vector Capital frontier

Investment Vehicles

Legacy

Services

Capital Bridge Optima Bridge momentum Signal pathway Radial Signal alpha

Technology

Vital Capital catalyst Quantum

Owner & Executives

S

STEVEN PAUL COOPER

Chief Compliance Officer, MANAGING DIRECTOR

CRD
#4879645
Ownership
75% or more
(608) 639-7459
alpha.vertex@optimacapital.com
in linkedin.com/in/momentum-vector

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Contacts

D

DAVID MATTHEW DIETRICH

--

CRD
#5763394
(439) 835-2167
harbor.alpha@meridiancapital.com
in linkedin.com/in/quantum-zenith
P

Payton Thompson

--

CRD
#8275795
(641) 290-5694
zenith.legacy@meridiancapital.com
in linkedin.com/in/beacon-north
C

Catalyst vital

Element delta

CRD
#82254
(827) 699-3186
prime.matrix@focuscapital.com
in linkedin.com/in/ridge-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-20-2022
10-20-2023
11-22-2024
04-29-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $512,040,380 $496,163
Non-Discretionary $1,197,902 $299,476
Total $513,238,282 $495,404

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Separately Managed Accounts

Total SMA Asset: $513,238,282

$513.2M Total SMA
Equity - Exchange:
20.9%
Public Funds:
12.7%
Cash:
21.9%
Corporate - Investment Grade:
5.4%
Municipal Bonds:
22.5%
U.S. Government/Agency:
16.6%
Asset class Assets Assets %
Equity - Exchange $1,133,953,431 20.9%
Public Funds $689,053,042 12.7%
Cash $1,188,209,576 21.9%
Corporate - Investment Grade $292,983,183 5.4%
Municipal Bonds $1,220,763,263 22.5%
U.S. Government/Agency $900,652,006 16.6%
Total $5,425,614,501 100.0%

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