MANHATTAN BEACH, CACRD 338563Latest ADV April 10, 2026
Pointone Family Office is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manhattan Beach, CA. Its latest Form ADV filing, dated April 10, 2026, reports $327M in regulatory assets under management, 4 employees, and 227 accounts.
Assets Under Management
$327M
Employees
4
Offices
--
Total Clients
25
Primary office
MANHATTAN BEACH, CA
919 MANHATTAN AVENUE, SUITE 101, MANHATTAN BEACH, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 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
32.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$327Mas of April 10, 2026
Discretionary78.8%
$258M
79% of total RAUM78.8%
Non-discretionary21.2%
$69M
21% of total RAUM21.2%
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$327M
Total Accounts227
10Y AUM Change+$327M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee6:1
10Y Employee Change-1 (-20.0%)
* 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.