LOS ANGELES, CACRD 297270Latest ADV February 26, 2026
Ninepointtwo Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated February 26, 2026, reports $315M in regulatory assets under management, 2 employees, and 45 accounts.
Assets Under Management
$315M
Employees
2
Offices
--
Total Clients
25
Primary office
LOS ANGELES, CA
1901 AVENUE OF THE STARS, STE 1100, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.0% of total clients.
Top client categories% of clientsClients
1
HNWI
68.0%
17
2
Individuals
28.0%
7
3
Pooled Investment Vehicles
4.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of February 26, 2026
Discretionary100.0%
$315M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$315M
Total Accounts45
10Y AUM Change$-122M (-27.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee13:1
10Y Employee Change-1 (-33.3%)
* 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.