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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PANDE, OLGA, M | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| ANDERSON, ADRIAN, PRESTON | I | OWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, ADRIAN, PRESTON | I | OWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, ADRIAN, PRESTON | I | OWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, ADRIAN, PRESTON | I | OWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, ADRIAN, PRESTON | I | OWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, ADRIAN, PRESTON | I | OWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, ANDRIAN, PRESTON | I | OWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERSON, ANDRIAN, PRESTON | I | CHIEF EXECUTIVE OFFICER | D | Control |
| THE MCHENRY GROUP, LLC | DE | PARTNER | C | |
| THE MCHENRY GROUP, LLC | DE | PARTNER | C | Control |
| ANDERSON, ANDRIAN, PRESTON | I | CHIEF EXECUTIVE OFFICER | B | Control |
| HARGADON, CYNTHIA, ANN | I | CHIEF INVESTMENT OFFICER | B | Control |
| NELSON, KENNETH, EDWIN | I | MANAGING MEMBER | B | |
| PEAKALL, SUSAN, JEAN | I | MANAGING MEMBER | B | |
| PEAKALL, SUSAN, JEAN | I | MANAGING MEMBER | B | |
| PEAKALL, SUSAN, JEAN | I | MANAGING MEMBER | B | |
| PEAKALL, SUSAN, JEAN | I | MANAGING MEMBER | B | |
| PEAKALL, SUSAN, JEAN | I | MANAGING MEMBER | B | |
| PEAKALL, SUSAN, JEAN | I | MANAGING MEMBER | B | |
| HARGADON, CYNTHIA, ANN | I | CHIEF INVESTMENT OFFICER | A | Control |
| NELSON, KENNETH, EDWIN | I | MANAGING MEMBER | A | |
| PANDE, OLGA, M | I | CHIEF ADMINISTRATIVE OFFICER | A | Control |
| PEAKALL, SUSAN, JEAN | I | MANAGING MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| THE MCHENRY GROUP, LLC | DE | NORTH POINT ADVISORS, LLC | C |
Registrations
Federal
IA
Feb 26, 2013 REGISTERED
Notice Filings (2)
CA CT
Address
2603 CAMINO RAMONSUITE 200
SAN RAMON, CA 94583
United States
Phone: 510-910-4071