Point Allerton LLC
Point Allerton LLC is an SEC-registered wealth manager with $35.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Point Allerton LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126144, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $35.5M (2026-03-09)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 196
- CRD
- 126144
- Ownership
- REILLY, THOMAS, PATRICK
How much AUM does Point Allerton LLC have?
Point Allerton LLC reported $35.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Point Allerton LLC?
Disclosed owners and executives of Point Allerton LLC include REILLY, THOMAS, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.