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| Cardinal Point Capital LLC
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|---|---|
| CRD # | 141166 |
| SEC # | 801-74078 |
| CIK # | |
| AUM | 100.0 M (2026-03-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 415-277-5967 |
| Address | 50 California Street San Francisco, CA 94111-4624 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Cardinal Point Fund I LP | 2012-02-14 | 2.2 M | |
| HF | Cardinal Point Master Fund I Ltd | 2012-02-14 | 100.0 M | |
| HF | Cardinal Point Offshore Fund I Ltd | 2012-02-14 | 30.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 100.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 100.0 |
| By Discretionary | ||
| Discretionary | 3 | 100.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 100.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 100.0 | |
| United States Persons | 0.0 | |
| Total | 3 | 100.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 549300FLHX23IH2VSE19 |
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