CORONA DEL MAR, CACRD 130115Latest ADV March 31, 2026
Alphapoint, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Corona Del Mar, CA. Its latest Form ADV filing, dated March 31, 2026, reports $5.6B in regulatory assets under management, 1 employee, and 115 accounts.
Assets Under Management
$5.6B
Employees
1
Offices
--
Total Clients
115
Primary office
CORONA DEL MAR, CA
2101 EAST COAST HIGHWAY, SUITE 120, CORONA DEL MAR, CA, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
115
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.6Bas of March 31, 2026
Discretionary0.7%
$39M
1% of total RAUM0.7%
Non-discretionary99.3%
$5.5B
99% of total RAUM99.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.6B
Total Accounts115
10Y AUM Change+$3.5B (+163.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee115:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.