A complete list of active advisors currently associated with Kpoint Capital LLC

Warmer can help you find a great advisor at Kpoint Capital LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at Kpoint Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Eilenberg	Manhasset, NY	0

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