CAPITAL POINT ADVISORS, L.P.
CRD #160777 SEC #802-77917 HOUSTON, TX 713-595-1420
State Registered Exempt Reporting Private Funds
Total AUM
$113.7M
Discretionary
$113.7M
Employees
--
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 15, 2016
- 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 |
|---|---|---|---|---|
| CANNELLA, GREGORY, JOSEPH | I | CONTROLLER AND CHIEF COMPLIANCE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CANNELLA, GREGORY, JOSEPH | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CANNELLA, GREGORY, JOSEPH | I | CONTROLLER AND CHIEF COMPLIANCE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CANNELLA, GREGORY, JOSEPH | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CANNELLA, GREGORY, JOSEPH | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CANNELLA, GREGORY, JOSEPH | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CAPITAL POINT ADVISORS, LLC | DE | GENERAL PARTNER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CAPITAL POINT ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| CAPITAL POINT ADVISORS, LLC | DE | GENERAL PARTNER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CAPITAL POINT ADVISORS, LLC | DE | GENERAL PARTNER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CAPITAL POINT ADVISORS, LLC | DE | GENERAL PARTNER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CAPITAL POINT ADVISORS, LLC | DE | GENERAL PARTNER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CAPITAL POINT ADVISORS, LLC | DE | GENERAL PARTNER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| CAPITAL POINT PARTNERS, LLC | DE | GENERAL PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | NA | Control |
| CAPITAL POINT PARTNERS, LLC | DE | GENERAL PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | NA | Control |
| CAPITAL POINT PARTNERS, LLC | DE | GENERAL PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | NA | Control |
| CAPITAL POINT PARTNERS, LLC | DE | GENERAL PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | NA | Control |
| JACKSON, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| JACKSON, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JACKSON, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| JACKSON, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| JACKSON, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| JACKSON, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| JACKSON, ALFRED | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| LE, DUYEN | I | CHIEF FINANCIAL OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| LE, DUYEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LE, DUYEN | I | CHIEF FINANCIAL OFFICER, CAPITAL POINT ADVISORS, L.P. | NA | Control |
| O'NEAL, TED | I | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | NA | Control |
| STERN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT ADVISORS, L.P. | E | Control |
| THE INROADS GROUP, LTD. | DE | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | E | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER | E | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT ADVISORS, L.P. | E | Control |
| THE INROADS GROUP, LTD. | DE | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | E | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT ADVISORS, L.P. | E | Control |
| THE INROADS GROUP, LTD. | DE | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | E | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT ADVISORS, L.P. | E | Control |
| THE INROADS GROUP, LTD. | DE | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | E | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT ADVISORS, L.P. | E | Control |
| THE INROADS GROUP, LTD. | DE | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | E | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT ADVISORS, L.P. | E | Control |
| THE INROADS GROUP, LTD. | DE | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | E | Control |
| SANGALIS, JEFFREY, P. | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | C | Control |
| SANGALIS, JEFFREY, P. | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | C | Control |
| SANGALIS, JEFFREY, P. | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | C | Control |
| SANGALIS, JEFFREY, P. | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | C | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | C | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | C | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | C | Control |
| THE INROADS GROUP, LTD. | DE | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | C | Control |
| PETTY, DARL | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | B | Control |
| PETTY, DARL | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | B | Control |
| PETTY, DARL | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | B | Control |
| PETTY, DARL | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | B | Control |
| SANGALIS, JEFFREY, P. | I | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | B | Control |
| SANGALIS, JEFFREY, P. | I | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | B | Control |
| SANGALIS, JEFFREY, P. | I | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | B | Control |
| SANGALIS, JEFFREY, P. | I | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | B | Control |
| SANGALIS, JEFFREY, P. | I | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | B | Control |
| SANGALIS, JEFFREY, P. | I | MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER") | B | Control |
| MAKEL, LARRY, A. | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | A | Control |
| MAKEL, LARRY, A. | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | A | Control |
| MAKEL, LARRY, A. | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | A | Control |
| MAKEL, LARRY, A. | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | A | Control |
| RICE, DONALD, KEITH | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | A | Control |
| RICE, DONALD, KEITH | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | A | Control |
| RICE, DONALD, KEITH | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | A | Control |
| RICE, DONALD, KEITH | I | LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER") | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JWFG MANAGEMENT, LLC | DE | THE INROADS GROUP, LTD. | F | Control |
| JWFG MANAGEMENT, LLC | DE | THE INROADS GROUP, LTD. | F | Control |
| JWFG MANAGEMENT, LLC | DE | THE INROADS GROUP, LTD. | F | Control |
| JWFG MANAGEMENT, LLC | DE | THE INROADS GROUP, LTD. | F | Control |
| JWFG MANAGEMENT, LLC | DE | THE INROADS GROUP, LTD. | F | Control |
| JWFG MANAGEMENT, LLC | DE | THE INROADS GROUP, LTD. | F | Control |
| SANGALIS, JEFFREY, P. | I | CAPITAL POINT PARTNERS, LLC | F | Control |
| SANGALIS, JEFFREY, P. | I | CAPITAL POINT PARTNERS, LLC | F | Control |
| SANGALIS, JEFFREY, P. | I | CAPITAL POINT PARTNERS, LLC | F | Control |
| SANGALIS, JEFFREY, P. | I | CAPITAL POINT PARTNERS, LLC | F | Control |
| JACKSON, ALFRED | I | THE INROADS GROUP, LTD. | E | Control |
| JACKSON, ALFRED | I | JWFG MANAGEMENT, LLC | E | Control |
| JACKSON, ALFRED | I | THE INROADS GROUP, LTD. | E | Control |
| JACKSON, ALFRED | I | JWFG MANAGEMENT, LLC | E | Control |
| JACKSON, ALFRED | I | THE INROADS GROUP, LTD. | E | Control |
| JACKSON, ALFRED | I | JWFG MANAGEMENT, LLC | E | Control |
| JACKSON, ALFRED | I | THE INROADS GROUP, LTD. | E | Control |
| JACKSON, ALFRED | I | JWFG MANAGEMENT, LLC | E | Control |
| JACKSON, ALFRED | I | THE INROADS GROUP, LTD. | E | Control |
| JACKSON, ALFRED | I | JWFG MANAGEMENT, LLC | E | Control |
| JACKSON, ALFRED | I | THE INROADS GROUP, LTD. | E | Control |
| JACKSON, ALFRED | I | JWFG MANAGEMENT, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT ADVISORS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT PARTNERS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT ADVISORS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT ADVISORS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT PARTNERS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT ADVISORS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT PARTNERS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT ADVISORS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT PARTNERS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT ADVISORS, LLC | E | Control |
| THE INROADS GROUP, LTD. | DE | CAPITAL POINT ADVISORS, LLC | E | Control |
| JACKSON, ALFRED | I | THE INROADS GROUP, LTD. | D | Control |
Registrations
Federal
ERA
Jun 15, 2016 REGISTERED
Address
ONE RIVERWAYSUITE 2020
HOUSTON, TX 77056
United States
Phone: 713-595-1420