RIA Intelligence

CARDINAL POINT CAPITAL LLC

CRD #141166 SEC #801-74078 SAN FRANCISCO, CA 415-277-5967
SEC Registered Private Funds
Total AUM
$104.1M
Discretionary
$104.1M
Employees
5
Clients
--
Accounts
3

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0
LEI
549300FLHX23IH2VSE19

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KASNICK, LINDSEY, MARIEICCONA Control
KASNICK, LINDSEY, MARIEICCONA Control
KASNICK, LINDSEY, MARIEICCONA Control
KASNICK, LINDSEY, MARIEICCONA Control
KASNICK, LINDSEY, MARIEICCONA Control
KASNICK, LINDSEY, MARIEICCONA Control
KASNICK, LINDSEY, MARIEICCONA Control
SCHELHAMMER CAPITAL BANK AGFEMEMBERNA
SCHELHAMMER CAPITAL BANK AGFEMEMBERNA
SCHELHAMMER CAPITAL BANK AGFEMEMBERNA
SCHELHAMMER CAPITAL BANK AGFEMEMBERNA
SCHELHAMMER CAPITAL BANK AGFEMEMBERNA
YARWOOD PARK, MICHELLE, LYNNIMEMBERNA Control
YARWOOD PARK, MICHELLE, LYNNICCONA Control
YARWOOD PARK, MICHELLE, LYNNICCONA Control
YARWOOD PARK, MICHELLE, LYNNIMEMBERNA Control
YARWOOD PARK, MICHELLE, LYNNICCONA Control
YARWOOD PARK, MICHELLE, LYNNIMEMBERNA Control
YARWOOD PARK, MICHELLE, LYNNIMEMBERNA Control
YARWOOD PARK, MICHELLE, LYNNIMEMBERNA Control
YARWOOD PARK, MICHELLE, LYNNIMEMBERNA Control
YARWOOD PARK, MICHELLE, LYNNIMEMBERNA
YARWOOD, MICHELLE, LYNNIMEMBERNA
YARWOOD, MICHELLE, LYNNIMEMBERNA
YARWOOD, MICHELLE, LYNNIMEMBERNA
YARWOOD, MICHELLE, LYNNIMEMBERNA
YARWOOD, MICHELLE, LYNNIMEMBERNA
YARWOOD, MICHELLE, LYNNICCONA
YARWOOD, MICHELLE, LYNNICCONA
YARWOOD, MICHELLE, LYNNICCONA
YARWOOD, MICHELLE, LYNNICCONA
YARWOOD, MICHELLE, LYNNICCONA
YARWOOD, MICHELLE, LYNNICCONA
YARWOOD, MICHELLE, LYNNICCONA Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
ELMLINGER, GREG, S.IMEMBERC Control
LEITOLD, GUENTERIMEMBERC Control
LEITOLD, GUENTERIMEMBERC Control
LEITOLD, GUENTERIMEMBERC Control
LEITOLD, GUENTERIMEMBERC Control
LEITOLD, GUENTERIMEMBERC Control
LEITOLD, GUENTERIMEMBERC Control
SIPPRELLE, MARKIMEMBERC Control
SIPPRELLE, MARKIMEMBERC Control
SIPPRELLE, MARKIMEMBERC Control
SIPPRELLE, MARKIMEMBERC Control
SIPPRELLE, MARKIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONICCOC Control
SIPPRELLE, MARK, SHELDONICCOC Control
SIPPRELLE, MARK, SHELDONICCOC Control
SIPPRELLE, MARK, SHELDONICCOC Control
SIPPRELLE, MARK, SHELDONICCOC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
SIPPRELLE, MARK, SHELDONIMEMBERC Control
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
CAPITAL BANK - GRAWE GRUPPE AGFEMEMBERB
SCHELHAMMER CAPITAL BANK AGFEMEMBERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE GRUPPE AGFECAPITAL BANKE Control
GRAWE-VERMOGENSVERWALTUNGFEGRAZER WESCHSELSEITIGE VERSICHERUNG AGE Control
GRAWE-VERMOGENSVERWALTUNGFEGRAZER WESCHSELSEITIGE VERSICHERUNG AGE Control
GRAWE-VERMOGENSVERWALTUNGFEGRAZER WESCHSELSEITIGE VERSICHERUNG AGE Control
GRAWE-VERMOGENSVERWALTUNGFEGRAZER WESCHSELSEITIGE VERSICHERUNG AGE Control
GRAZER WESCHSELSEITIGE VERSICHERUNG AGFEHYPO-BANK BURGENLAND AGE Control
GRAZER WESCHSELSEITIGE VERSICHERUNG AGFEHYPO-BANK BURGENLAND AGE Control
GRAZER WESCHSELSEITIGE VERSICHERUNG AGFEHYPO-BANK BURGENLAND AGE Control
GRAZER WESCHSELSEITIGE VERSICHERUNG AGFEHYPO-BANK BURGENLAND AGE Control
HYPO-BANK BURGENLAND AGFESCHELHAMMER CAPITAL BANK AGE Control
HYPO-BANK BURGENLAND AGFESCHELHAMMER CAPITAL BANK AGE Control
HYPO-BANK BURGENLAND AGFESCHELHAMMER CAPITAL BANK AGE Control
HYPO-BANK BURGENLAND AGFESCHELHAMMER CAPITAL BANK AGE Control
SCHELHAMMER CAPITALFESCHELHAMMER CAPITAL BANK AGE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (1)

CA

Address

50 CALIFORNIA STREET
SUITE 1500
SAN FRANCISCO, CA 94111-4624
United States
Phone: 415-277-5967