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VERNAL POINT ADVISORS, LLC

Business and Investment Profile

The VERNAL POINT ADVISORS, LLC is a privately held investment adviser that advises $3.94Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. VERNAL POINT ADVISORS, LLC 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 310.26% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 11.48 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 235 PINE ST SUITE 1225, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 25 employees comprised of 8 investment and 17 non-investment staff. The total number of Employees increased by 108.33% over the last 5-years.

Asset Profile

Their $3.94Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $3.82Bn or 97.05% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $111mn or 2.82% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat and Fund of Funds, representing 100% and 0% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $28.59mn in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

VERNAL POINT ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.

Full profile: VERNAL POINT ADVISORS, LLC

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Keywords: Vernal Point Advisors, Point, Vernal
Generated 2026-09-12T06:48:27.6731376.  © 2026 Convergence.