# Point West Asset Management LLC

> 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.

- CRD: 330321
- Filed as: POINT WEST ASSET MANAGEMENT LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Mission Viejo, CA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330321
- AdvisorCensus page: https://advisorcensus.com/firm/point-west-asset-management-llc-mission-viejo-ca-330321

## Quick answers

**Where is Point West Asset Management LLC located?**
Point West Asset Management LLC's principal office is in Mission Viejo, CA, according to its Form ADV.

**How does Point West Asset Management LLC report to regulators?**
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.

**Does Point West Asset 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330321

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pointwestam.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Point West Asset Management LLC (CRD 330321): Form ADV filing data as of October 2026.