Pointone Family Office: new SEC registration, $327M AUM, Manhattan Beach, CA
Pointone Family Office (Manhattan Beach, California): new SEC registration, $327M AUM, Manhattan Beach, CA. Its amount of 327 is above the median of 134 (81st percentile). Dated 357 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 327 · 81th percentile of 1,149 NewRiaPulse records · 2.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Pointone Family Office |
| Legal name | Pointone Family Office, LLC |
| CRD | 338563 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-04-10 |
| Location | Manhattan Beach, CA, United States |
| Regulatory AUM | $327,091,481 |
| Accounts | 227 |
| Employees | 4 |
| Website | https://p1fo.com/ |
| amount percentile | 81th of 1,149 (median 134, 2.4x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Pointone Family Office and 148 California peers
- California NewRiaPulse records like this one: 148
- Pointone Family Office's amount: 81st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $327M under management.
- Website on file.
What is the NewRiaPulse record for Pointone Family Office in Manhattan Beach, California?
Pointone Family Office received SEC registration as an investment adviser (2025-11-13) with $327,091,481 in regulatory assets under management, based in Manhattan Beach, CA.
How does Pointone Family Office compare to other California NewRiaPulse records?
Its amount of 327 sits in the upper half (81th percentile) of 1,149 records; the median is 134. It is 357 days old; check the official source for later updates before acting.
Pointone Family Office vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Pointone Family Office | Manhattan Beach, CA | 327 | 81st | 2025-11-13 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.