# L2 Point Management LLC

> L2 Point Management LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 317924
- Filed as: L2 POINT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317924
- AdvisorCensus page: https://advisorcensus.com/firm/l2-point-management-llc-san-francisco-ca-317924

## Quick answers

**How is L2 Point Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), L2 Point Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is L2 Point Management LLC located?**
L2 Point Management LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is L2 Point Management LLC registered with the SEC or a state?**
L2 Point Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 317924.

**How much does L2 Point Management LLC manage?**
L2 Point Management LLC reports $622,482,147 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**How have L2 Point Management LLC's assets and staff changed since 2022?**
In the Form ADV data for L2 Point Management LLC: Regulatory assets under management: $158,547,802 in the October 2023 data and $622,482,147 in the October 2026 data, up 293%. Total employees: 5 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does L2 Point Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does L2 Point Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317924

**What changed in L2 Point Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $622,482,147
- Discretionary: $622,482,147
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $622,482,147 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- l2-point.com
- LinkedIn @l2-point
- X @L2Point_

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | March 23, 2022 |
| October 2023 | $158,547,802 | 5 | June 28, 2023 |
| October 2024 | $411,225,000 | 6 | August 6, 2024 |
| October 2025 | $589,546,619 | 6 | May 19, 2025 |
| October 2026 | $622,482,147 | 10 | May 1, 2026 |

Regulatory assets under management: $158,547,802 in the October 2023 data and $622,482,147 in the October 2026 data, up 293%.
Total employees: 5 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. L2 Point Management LLC (CRD 317924): Form ADV filing data as of October 2026.