# Five Point Investments

> Five Point Investments is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 336858
- Filed as: FIVE POINT INVESTMENTS
- Legal name: Five Point Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336858
- AdvisorCensus page: https://advisorcensus.com/firm/five-point-investments-336858

## Quick answers

**How is Five Point Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Five Point Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Five Point Investments registered with the SEC or a state?**
Five Point Investments is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336858.

**How much does Five Point Investments manage?**
Five Point Investments reports $315,000 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**Does Five Point Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336858

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $315,000
- Discretionary: $315,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $315,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Five Point Investments (CRD 336858): Form ADV filing data as of October 2026.