Cardinal Point Capital LLC
Cardinal Point Capital LLC is an SEC-registered asset manager in San Francisco, CA with $100.0M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Cardinal Point Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141166, SEC 801-74078, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $100.0M (2026-03-30)
- Firm type
- Asset Manager
- Location
- San Francisco, CA
- Employees
- 5
- Clients
- 3
- CRD
- 141166
- Ownership
- SIPPRELLE, MARK, SHELDON; ELMLINGER, GREG, S.; KASNICK, LINDSEY, MARIE; YARWOOD, MICHELLE, LYNN; YARWOOD PARK, MICHELLE, LYNN
How much AUM does Cardinal Point Capital LLC have?
Cardinal Point Capital LLC reported $100.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Cardinal Point Capital LLC?
Disclosed owners and executives of Cardinal Point Capital LLC include SIPPRELLE, MARK, SHELDON, ELMLINGER, GREG, S., KASNICK, LINDSEY, MARIE, YARWOOD, MICHELLE, LYNN, YARWOOD PARK, MICHELLE, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.