P
$327.1M Total AUM
$257.7M Disc. AUM
-- 3Y CAGR
4 Employees
25 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Goldman Sachs
- Clients
- Retail
- Platforms
- EagleVertex signal +more
- Established Date
- 08-01-2025
- Office Locations
- 1
Office Locations
919 Manhattan Avenue Suite 101 Manhattan Beach CA
About Pointone Family Office
Pointone Family Office is a Manhattan Beach-based RIA. The firm has been operating for 0 years. Managing $327.1M in total assets under management, with 2 advisory representatives. They custody assets with Goldman Sachs. Services offered include Estate Planning, Insurance, Life Insurance.
Team overview
41 AVG AGE
$163.5M AVG AUM / ADVISOR
$13.1M AVG AUM / CLIENT
0.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
North Prime unison Capital Pioneer Momentum Unison quantum Prime bridge Glacier
Client Personas
Matrix
Custodian
Bridge Vital Vector Ridge north Pathway
Investment Themes
Oak foundation Insight fusion Optima Focus zenith
Investment Vehicles
Element
Services
North Momentum element Quantum momentum Beacon
Technology
Element optima Vital catalyst Meridian Pathway peak
Owner & Executives
T
Tom McGuinness
Chief Compliance Officer
- CRD
- #8160806
- Ownership
- Less than 5%
(716) 685-5287
glacier.ember@catalystcapital.com
in linkedin.com/in/frontier-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
Ashley Peters McGuinness
--
- CRD
- #4857904
(708) 771-7734
quantum.harbor@vectorcapital.com
in linkedin.com/in/oak-meridian
Michael Elliott Walsh
--
- CRD
- #2181084
(678) 914-2428
horizon.timber@crestcapital.com
in linkedin.com/in/wave-legacy
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,718,634 | $1,543,225 |
| Non-Discretionary | $69,372,847 | $1,156,214 |
| Total | $327,091,481 | $1,440,932 |
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Separately Managed Accounts
Total SMA Asset: $327,091,481
Equity - Exchange:
19.0% Public Funds:
13.4% U.S. Government/Agency:
11.3% Cash:
10.0% Private Funds:
10.6% Equity - OTC:
17.8% Municipal Bonds:
14.4% Corporate - Investment Grade:
3.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $119,392,428 | 19.0% |
| Public Funds | $84,203,081 | 13.4% |
| U.S. Government/Agency | $71,007,076 | 11.3% |
| Cash | $62,838,120 | 10.0% |
| Private Funds | $66,608,407 | 10.6% |
| Equity - OTC | $111,851,854 | 17.8% |
| Municipal Bonds | $90,486,893 | 14.4% |
| Corporate - Investment Grade | $21,993,342 | 3.5% |
| Total | $628,381,201 | 100.0% |