Investment adviser · CRD 131240

NORTH POINT ADVISORS

Investment adviser filing (IA)

SAN RAMON, CA, United States · Form ADV filed Apr 23, 2014

Regulatory AUM
$200M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 23, 2014. View historical filings

Reported services

Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2603 CAMINO RAMON, SUITE 200
SAN RAMON, CA, 94583, United States

CRD 131240

Filing source

Form ADV 814493 · Apr 23, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.