Firm profile

DEW POINT CAPITAL

LOS ANGELES, CACRD 305010Latest ADV March 27, 2026

Dew Point Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 27, 2026, reports $513M in regulatory assets under management, 2 employees, 1 office, and 1,036 accounts.

Assets Under Management
$513M
Employees
2
Offices
1 office
Total Clients
618
Primary office
LOS ANGELES, CA
7080 HOLLYWOOD BLVD., 7TH FLOOR, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSteven P. Cooper

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 61.2% of total clients.
Top client categories% of clientsClients
1
Individuals
61.2%
378
2
HNWI
21.2%
131
3
Pension Plans
17.6%
109
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$513Mas of March 27, 2026
Discretionary99.8%
$512M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
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$513M
Total Accounts1,036
10Y AUM Change+$407M (+382.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee309:1
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.