cardinal point capital llc.

What cardinal point capital llc. does

Cardinal Point Capital LLC is a privately held investment management and financial advisory firm organized as a California LLC and headquartered at 50 California Street, Suite 1500, San Francisco. The company was founded in 2008 and operates as a closely held entity with no disclosed parent company, institutional investors, subsidiaries, or public listing. Source materials describe the firm's function as investment management and financial advisory, but provide no further detail on investment vehicles, strategies, AUM, fee structures, or client segments.

The firm's public digital footprint is minimal. The corporate website (cardinalpointcapital.com) consists of a homepage, a careers page, a candidate login portal, and a forgotten-password page — no product, fund, strategy, team, or transaction information is published. The site footer carries a "2008-2010 CARDINAL POINT CAPITAL LLC" copyright, indicating the website has not been substantively updated in roughly fifteen years. The careers section lists "None Currently Available" and directs resume submissions to [email protected].

No technology stack, proprietary systems, integrations, patents, certifications, regulatory registrations, partnerships, awards, leadership bios, or financial performance metrics are disclosed in the available source material. Revenue, headcount, and operating status signals are limited to the fact that the website remains accessible and a phone line is published. As a result, the company's current scale, activity level, and investment activities cannot be verified from public sources, and the data set supports only a baseline factual description.

Name

cardinal point capital llc.

Legal name

CARDINAL POINT CAPITAL LLC

Website

https://cardinalpointcapital.com

Company type

Private

Founded year

2008

Operating status

Operating

Short description

Cardinal Point Capital LLC is a privately held San Francisco-based investment management and financial advisory firm founded in 2008. It operates as a closely held California LLC with a minimal public digital presence and no disclosed products, team, or financials.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Investment management
• Financial advisory services
• Private investment firm
• Wealth advisory
• Capital allocation

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Core offering

Cardinal Point Capital LLC provides investment management and financial advisory services from its headquarters in San Francisco, California. The firm operates as a private investment/capital firm serving clients with portfolio and advisory needs. The publicly accessible online presence is limited to corporate contact information, a careers section, and an applicant login portal, with no detailed fund or product disclosures published.

Product overview

Cardinal Point Capital LLC is a private investment/capital firm based in San Francisco. The company operates a basic website serving as a corporate presence with career opportunity listings. The website provides a login portal for potential job applicants and contact information. No specific investment products, funds, or financial services are described on the publicly accessible pages.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Investment management services provided by a private San Francisco-based firm, delivered to clients seeking portfolio oversight and capital advisory.
• Financial Advisory Services Financial advisory services provided by a private San Francisco-based firm, supporting clients with strategic financial guidance and decision-making.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Direct peers

• Aspiriant: Boutique, fee-only RIA headquartered in Los Angeles with a strong Bay Area presence, serving high-net-worth and ultra-high-net-worth clients with investment management and financial advisory services — directly comparable in size and offering to Cardinal Point Capital.
• GenSpring Family Offices: Multi-family office providing investment management and wealth advisory to affluent families. Comparable service mix and client archetype to Cardinal Point Capital, with a broader geographic footprint.

Broad incumbents

• Bessemer Trust: Large, multi-family-office-style wealth and investment advisory firm serving ultra-high-net-worth clients with portfolio management, trust, and advisory services. Comparable offering to Cardinal Point Capital at meaningfully greater scale and brand recognition.
• Fisher Investments: Large independent investment management firm providing discretionary portfolio management and advisory services to individuals and institutions. Operates in the same investment advisory category as Cardinal Point Capital but at vastly greater scale.
• Vanguard Personal Advisor Services: Hybrid robo-advisor / human advisory offering from Vanguard, providing portfolio management and investment advice to mass-affluent and HNW clients. A scaled platform competitor that exerts fee pressure on small advisory boutiques like Cardinal Point Capital.
• Charles Schwab Wealth Advisory: Schwab's wealth advisory and managed-account programs providing portfolio management and investment advice through dedicated advisors. Competes for the same HNW clients targeted by small advisory firms, with significantly lower fee points.
• Goldman Sachs Personal Financial Management: Mass-affluent and HNW wealth advisory arm of Goldman Sachs providing investment management, financial planning, and banking. Competes for the same client pool as Cardinal Point Capital with much broader capabilities and brand strength.

Emerging players

• Wealthfront: Tech-enabled automated investment advisory platform offering portfolio management and financial planning at low cost. Represents the disruptive digital alternative to small traditional advisory firms like Cardinal Point Capital.

Market position

Strengths2 records

Weaknesses3 records

Competitive moat1 record

Key risks4 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/cardinal-point-capital-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about cardinal point capital llc.