Overview
Assets Under Management: $315 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 17
Average Client Assets: $8 million
Frequently Asked Questions
NINEPOINTTWO CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297270), NINEPOINTTWO CAPITAL LLC is subject to fiduciary duty under federal law.
NINEPOINTTWO CAPITAL LLC is headquartered in LOS ANGELES, CA.
NINEPOINTTWO CAPITAL LLC serves 17 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, NINEPOINTTWO CAPITAL LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
NINEPOINTTWO CAPITAL LLC manages $315 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, NINEPOINTTWO CAPITAL LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.83
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 45
Discretionary Accounts: 45
Regulatory Filings
CRD Number: 297270
Filing ID: 2059576
Last Filing Date: 2026-02-26 13:09:55