CARDINAL POINT CAPITAL LLC
SEC Form ADV profile.
Total regulatory AUM
$100,040,510
Discretionary
$100,040,510
Non-discretionary
$0
Firm details
- CRD number
- 141166
- SEC file number
- 801-74078
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.