SourcingSourcing

POINTONE FAMILY OFFICE, LLC

C46
CRD 338563·SEC 801-134522·MANHATTAN BEACH, CA
AUM
$327.1M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$981K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POINTONE FAMILY OFFICE, LLC
CRD
338563
SEC file #
801-134522
EIN
000000000
DBA names
Pointone Family Office

Economics

AUM
$327.1M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals High Net Worth17
Individuals Other8

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MANHATTAN BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
p1fo.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
POINT1, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
POINT1, LLC
McGuinness, Thomas, Scoles
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
P1FO.COM
Rdap Domain Creation Date
2025-07-01T04:23:56Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002102280
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-12-22
Edgar Last Filing Date
2026-03-25
Edgar Form D Count
2
Edgar Form D Offerings
2026-03-252026-03-25 · 0002102280-26-000001
2025-12-222025-12-22 · 0002102280-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Goldman Sachs4
E*trade4
Edgar Addresses
Mailing
919 MANHATTAN AVENUESUITE 101MANHATTAN BEACH, CA 90266
Business
919 MANHATTAN AVENUESUITE 101MANHATTAN BEACH, CA 90266
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-25 · 0002102280-26-000001
D2025-12-22 · 0002102280-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-01T04:23:56Z
Rdap Domain Last Changed
2026-02-18T17:39:25Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
McGuinness, Thomas, Scoles
Executive Officer · 2.5%
8160806
Ashley Peters McGuinness
IAR
4857904
Michael Elliott Walsh
IAR
2181084