|
⚲
|
| Keyboard |
| Dew Point Capital Inc
✚
|
|
|---|---|
| CRD # | 305010 |
| SEC # | 801-122323 |
| CIK # | |
| AUM | 513.2 M (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 410-258-2174 |
| Address | 7080 Hollywood Blvd Los Angeles, CA 90028 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 57.0 |
| (b) Individuals (high net worth individuals) | 131 | 406.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 109 | 47.9 |
| (h) Charitable organizations | 0 | 1.6 |
| (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 | 1,036 | 513.2 |
| By Discretionary | ||
| Discretionary | 1,032 | 512.0 |
| Non-Discretionary | 4 | 1.2 |
| Total | 1,036 | 513.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 513.2 | |
| Total | 1,036 | 513.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Long Run Wealth Advisors LLC
✚
|
NY | 514.2 M |
|
Searcy Financial Services Inc
✚
|
KS | 514.0 M |
|
Uhler Vertich White Advisors LLC
✚
|
FL | 513.7 M |
|
Serenity Investment Advisors LLC
✚
|
IL | 513.6 M |
|
Allocator Solutions LLC
✚
|
MO | 513.5 M |
|
Elevatus Wealth Management LLC
✚
|
NY | 513.4 M |
|
GGM Financial LLC
✚
|
OH | 513.0 M |
|
Wakefield Wealth Management LLLP
✚
|
CO | 512.9 M |
|
Edge Financial Advisors LLC
✚
|
IL | 512.5 M |
|
Leo Wealth Americas LLC
✚
|
TX | 512.3 M |