# Pointone Family Office

> 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.

- CRD: 338563
- Filed as: POINTONE FAMILY OFFICE
- Legal name: Pointone Family Office, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhattan Beach, CA
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338563
- AdvisorCensus page: https://advisorcensus.com/firm/pointone-family-office-manhattan-beach-ca-338563

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated April 10, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $10,000,000, which may be waived by P1FO in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $327,091,481
- Discretionary: $257,718,634
- Non-discretionary: $69,372,847

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,967,069 |
| High net worth individuals | 17 | $325,124,412 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 2 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)
- p1fo.com
- LinkedIn @pointone-family-office

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pointone Family Office (CRD 338563): Form ADV filing data as of October 2026.