AdvisorCensus / Financial advisors / California / Los Angeles / Pointone Family Office
Pointone Family Office
Filed as POINTONE FAMILY OFFICE · Legal name Pointone Family Office, LLC
Pointone Family Office is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.
Quick answers
From the filingHow is Pointone Family Office compensated?
On its Form ADV (Item 5.E, October 2026), Pointone Family Office reports these compensation arrangements: a percentage of assets under its management.
Where is Pointone Family Office located?
Pointone Family Office's principal office is in Manhattan Beach, CA, according to its Form ADV.
Is Pointone Family Office registered with the SEC or a state?
Pointone Family Office is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338563.
How much does Pointone Family Office manage?
Pointone Family Office reports $327,091,481 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (79% discretionary).
What types of clients does Pointone Family Office serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (8).
Which custodians does Pointone Family Office use?
Pointone Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC as a custodian holding 10% or more of its separately managed account assets.
Does Pointone Family Office 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/338563
Does Pointone Family Office state an account minimum?
Its Form ADV Part 2A brochure dated April 10, 2026 says: "There is an account minimum of $10,000,000, which may be waived by P1FO in its discretion."
What changed in Pointone Family Office's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $0 to $327,091,481.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $10,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is an account minimum of $10,000,000, which may be waived by P1FO in its discretion.
As stated in the firm's Form ADV Part 2A brochure dated April 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$327,091,481 as of October 2026, filing dated April 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Pointone Family Office, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $0 to $327,091,481.
- March 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Pointone Family Office (CRD 338563): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pointone-family-office-manhattan-beach-ca-338563