RIA Intelligence

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)

NameTypeTitle / StatusOwnershipControl
PANDE, OLGA, MICHIEF ADMINISTRATIVE OFFICERNA Control
ANDERSON, ADRIAN, PRESTONIOWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICERE Control
ANDERSON, ADRIAN, PRESTONIOWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICERE Control
ANDERSON, ADRIAN, PRESTONIOWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICERE Control
ANDERSON, ADRIAN, PRESTONIOWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICERE Control
ANDERSON, ADRIAN, PRESTONIOWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICERE Control
ANDERSON, ADRIAN, PRESTONIOWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICERE Control
ANDERSON, ANDRIAN, PRESTONIOWNER - CHIEF EXECUTIVE OFFICER - CHIEF COMPLIANCE OFFICERD Control
ANDERSON, ANDRIAN, PRESTONICHIEF EXECUTIVE OFFICERD Control
THE MCHENRY GROUP, LLCDEPARTNERC
THE MCHENRY GROUP, LLCDEPARTNERC Control
ANDERSON, ANDRIAN, PRESTONICHIEF EXECUTIVE OFFICERB Control
HARGADON, CYNTHIA, ANNICHIEF INVESTMENT OFFICERB Control
NELSON, KENNETH, EDWINIMANAGING MEMBERB
PEAKALL, SUSAN, JEANIMANAGING MEMBERB
PEAKALL, SUSAN, JEANIMANAGING MEMBERB
PEAKALL, SUSAN, JEANIMANAGING MEMBERB
PEAKALL, SUSAN, JEANIMANAGING MEMBERB
PEAKALL, SUSAN, JEANIMANAGING MEMBERB
PEAKALL, SUSAN, JEANIMANAGING MEMBERB
HARGADON, CYNTHIA, ANNICHIEF INVESTMENT OFFICERA Control
NELSON, KENNETH, EDWINIMANAGING MEMBERA
PANDE, OLGA, MICHIEF ADMINISTRATIVE OFFICERA Control
PEAKALL, SUSAN, JEANIMANAGING MEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
THE MCHENRY GROUP, LLCDENORTH POINT ADVISORS, LLCC

Registrations

Federal

IA
Feb 26, 2013 REGISTERED

Notice Filings (2)

CA CT

Address

2603 CAMINO RAMON
SUITE 200
SAN RAMON, CA 94583
United States
Phone: 510-910-4071