NORTH POINT ADVISORS
CRD #131240 SEC #801-77700 SAN RAMON, CA 510-910-4071
SEC Registered
Total AUM
$150M
Discretionary
$0
Employees
6
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $200M | $0 | $200M | 6 | 1 |
| Jul 2013 | $150M | $0 | $150M | 6 | 1 |
| Apr 2013 | $150M | $0 | $150M | 6 | 1 |
| Feb 2013 | $150M | $0 | $150M | 6 | 1 |
| Feb 2011 | $120M | $0 | $120M | 10 | -- |
| Nov 2010 | $120M | $0 | $120M | 10 | -- |
| Mar 2009 | $8B | $0 | $8B | 5 | -- |
| Jul 2004 | $3B | $0 | $3B | 5 | -- |
| May 2004 | $3B | $0 | $3B | 5 | -- |
DateApr 2014
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees6
Clients1
DateJul 2013
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees6
Clients1
DateApr 2013
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees6
Clients1
DateFeb 2013
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees6
Clients1
DateFeb 2011
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees10
Clients--
DateNov 2010
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees10
Clients--
DateMar 2009
Total AUM$8B
Discretionary$0
Non-Disc.$8B
Employees5
Clients--
DateJul 2004
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees5
Clients--
DateMay 2004
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees5
Clients--