The SHARPEPOINT is a privately held investment adviser that advises $222.81mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SHARPEPOINT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 73.67% over the last 5-years.
The Group has been registered with the SEC for 8.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5090 N. 40TH STREET SUITE 200, PHOENIX, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees decreased by 28.57% over the last 5-years.
Their $222.81mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $124.07mn or 55.68% of Total Assets and Individuals own $86.52mn or 38.83% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SHARPEPOINT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.