SHARPEPOINT, LLC
CRD #290719 SEC #801-119916 PHOENIX, AZ 480-999-3033
SEC Registered Private Funds
Total AUM
$150.5M
Discretionary
$150.5M
Employees
5
Clients
25
Accounts
422
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $150.5M | $150.5M | $0 | 5 | 0 |
| Sep 2024 | $148M | $148M | $0 | 5 | 3 |
| Apr 2024 | $148M | $148M | $0 | 5 | 3 |
| Mar 2024 | $148M | $148M | $0 | 5 | 3 |
| Sep 2023 | $131.4M | $131.4M | $0 | 7 | 10 |
| Mar 2023 | $131.4M | $131.4M | $0 | 7 | 10 |
| Jan 2023 | $152.4M | $152.4M | $0 | 7 | 10 |
| Sep 2022 | $152.4M | $152.4M | $0 | 7 | 10 |
| Sep 2022 | $152.4M | $152.4M | $0 | 7 | 10 |
| Mar 2022 | $152.4M | $152.4M | $0 | 7 | 10 |
| Mar 2021 | $128.3M | $127.1M | $1.2M | 7 | 10 |
| Jan 2021 | $114M | $114M | $0 | 7 | 4 |
| Dec 2020 | $114M | $114M | $0 | 7 | 4 |
| Dec 2020 | $114M | $114M | $0 | 7 | 4 |
| Nov 2020 | $114M | $114M | $0 | 7 | 4 |
| Jun 2019 | $89.3M | $88.9M | $385.3K | 9 | 1 |
| Apr 2019 | $89.3M | $88.9M | $385.3K | 9 | 1 |
| Mar 2019 | $89.3M | $88.9M | $385.3K | 9 | 1 |
| Oct 2018 | $64.8M | $64.5M | $302K | 6 | 0 |
| Jun 2018 | $64.8M | $64.5M | $302K | 6 | 0 |
| May 2018 | $0 | $0 | $0 | 5 | 0 |
| Dec 2017 | $0 | $0 | $0 | 5 | 0 |
| Dec 2017 | $0 | $0 | $0 | 5 | 0 |
| Dec 2017 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees5
Clients3
DateApr 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees5
Clients3
DateMar 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees5
Clients3
DateSep 2023
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees7
Clients10
DateMar 2023
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees7
Clients10
DateJan 2023
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees7
Clients10
DateSep 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees7
Clients10
DateSep 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees7
Clients10
DateMar 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees7
Clients10
DateMar 2021
Total AUM$128.3M
Discretionary$127.1M
Non-Disc.$1.2M
Employees7
Clients10
DateJan 2021
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees7
Clients4
DateDec 2020
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees7
Clients4
DateDec 2020
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees7
Clients4
DateNov 2020
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees7
Clients4
DateJun 2019
Total AUM$89.3M
Discretionary$88.9M
Non-Disc.$385.3K
Employees9
Clients1
DateApr 2019
Total AUM$89.3M
Discretionary$88.9M
Non-Disc.$385.3K
Employees9
Clients1
DateMar 2019
Total AUM$89.3M
Discretionary$88.9M
Non-Disc.$385.3K
Employees9
Clients1
DateOct 2018
Total AUM$64.8M
Discretionary$64.5M
Non-Disc.$302K
Employees6
Clients0
DateJun 2018
Total AUM$64.8M
Discretionary$64.5M
Non-Disc.$302K
Employees6
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0