Kpoint Capital LLC
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About
KPoint Capital LLC provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, families, small businesses, trusts, retirement plans, and institutional clients. The firm also offers project‑based pension consulting and fixed‑fee or hourly advisory engagements, and may provide monitoring or recommendations for held‑away retirement accounts.
The firm’s investment process combines quantitative, fundamental, technical, and macro analysis to construct diversified portfolios across ETFs, mutual funds, individual equities, fixed income, REITs, and, when appropriate, alternatives, structured products, options, and limited use of leveraged/inverse ETFs. KPoint implements strategies on a discretionary basis for many clients and documents monitoring and periodic reviews to align portfolios with client objectives and risk tolerances.
Distinctive features include the availability of performance‑based fee arrangements for qualified clients with high‑water mark safeguards and a stated effort to mitigate risk conflicts inherent in such arrangements. The firm’s practice is atypical for a small independent advisory firm in that it expressly serves corporate and institutional clients and provides pension consulting, and its principal brings more than 25 years of Wall Street experience and consulting work for institutional organizations (including a university endowment manager and an international organization).
Client services
Expertise
Occupation focus
Fee options
Typically ranges from $800 to $16,000 per engagement, with initial deposits up to $500
$0+: 0.50% to 1.50% >=$1,100,000 (Qualified Clients)+: 0.50% to 1.50% (management fee) + 10% to 30% of net profits (performance fee)
$400 per hour with a two-hour minimum ($800 minimum)
For qualified clients: 10% to 30% of net profits plus 0.50% to 1.50% AUM management fee
Main office
1129 Northern Blvd, Suite 404
Manhasset NY 11030
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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