SourcingSourcing

ARCHPOINT INVESTORS LLC

C36
CRD 151807·SEC 801-70679·CORAL GABLES, FL
AUM
$4.13B
$1B+
Est. Revenue
$41.3M
@ 1% on AUM
Est. EBITDA
$12.4M
@ 30% margin
Est. Deal Value
$99.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARCHPOINT INVESTORS LLC
CRD
151807
SEC file #
801-70679
EIN
—
DBA names
Archpoint Investors

Economics

AUM
$4.13B
AUM band
$1B+
AUM trajectory
'20'26
$1.03B → $4.13B▲ +303%
Client mix
Individuals High Net Worth27
Charitable Organizations9
Pooled Investment Vehicles2

Operations

Employees (total)
11
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
CORAL GABLES FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
archpointinvestors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOTTY, ALFREDO, JOSE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BOTTY, ALFREDO, JOSE
PAUL, ALEX, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARCHPOINTINVESTORS.COM
Rdap Domain Creation Date
2016-08-19T21:21:48Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Northern Trust2
Jpmorgan2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-19T21:21:48Z
Rdap Domain Last Changed
2025-08-20T16:45:35Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5719716
Trust Company Affiliate
No

People (2)

2
BOTTY, ALFREDO, JOSE
Direct Owner · 87.5%
5719716
PAUL, ALEX, MICHAEL
Direct Owner · 17.5%
2471728