SAN FRANCISCO, CACRD 166587Latest ADV March 31, 2026
Vernal Point Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $3.9B in regulatory assets under management, 25 employees, and 255 accounts.
Assets Under Management
$3.9B
Employees
25
Offices
--
Total Clients
20
Primary office
SAN FRANCISCO, CA
235 PINE ST, SUITE 1225, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.0% of total clients.
Top client categories% of clientsClients
1
HNWI
90.0%
18
2
Pooled Investment Vehicles
10.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 31, 2026
Discretionary61.2%
$2.4B
61% of total RAUM61.2%
Non-discretionary38.8%
$1.5B
39% of total RAUM38.8%
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.
Total AUM$3.9B
Total Accounts255
10Y AUM Change+$3.7B (+1543.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee1:1
10Y Employee Change+17 (+212.5%)
* 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.