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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- Atlas radialPathway +more
- Established Date
- 09-28-2010
- Office Locations
- 1
Office Locations
About Little Point Capital, LLC
NovaPoint Group is an Atlanta-based investment management and advisory firm founded in 2015. The team manages portfolios for high-net-worth individuals, family offices and institutional clients including pensions, endowments and foundations, and also serves as a sub-advisor to other investment advisers. Its approach emphasizes disciplined, cycle-aware risk management, supported by CFA charterholder leadership and a client risk-score assessment tool.
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Owner & Executives
DANYAL NONE OZIZMIR
Financial Analyst, PRINCIPAL
- CRD
- #1613466
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,089,383 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,089,383 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,089,383
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $4,244,097,160 | 63.0% |
| Equity - Exchange | $2,492,564,999 | 37.0% |
| Total | $6,736,662,159 | 100.0% |