{
  "crd_number": 330321,
  "slug": "point-west-asset-management-llc-mission-viejo-ca-330321",
  "primary_business_name": "POINT WEST ASSET MANAGEMENT LLC",
  "legal_name": "POINT WEST ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "Mission Viejo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2026-09-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://pointwestam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330321",
  "city_as_filed": "MISSION VIEJO",
  "url": "https://advisorcensus.com/firm/point-west-asset-management-llc-mission-viejo-ca-330321",
  "display_name": "Point West Asset Management LLC",
  "summary": "Point West Asset Management LLC is an exempt reporting adviser in Mission Viejo, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Point West Asset Management LLC (CRD 330321): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Point West Asset Management LLC located?",
      "a": "Point West Asset Management LLC's principal office is in Mission Viejo, CA, according to its Form ADV."
    },
    {
      "q": "How does Point West Asset Management LLC report to regulators?",
      "a": "Point West Asset Management LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 330321."
    },
    {
      "q": "Does Point West Asset Management LLC report any disciplinary disclosures?",
      "a": "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/330321"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/point-west-asset-management-llc-mission-viejo-ca-330321.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330321",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}