Cardinal Point Capital Llc
- Regulatory AUM
- $100M
- Discretionary
- $100M
- Clients
- 3
- Avg AUM / client
- $33.3M
- Accounts
- 3
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $100M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $148M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cardinal Point Master Fund I Ltd master | Hedge Fund | Cayman Islands | $102M | 2 |
| Cardinal Point Offshore Fund I Ltd feeder | Hedge Fund | Cayman Islands | $41.9M | 10 |
| Cardinal Point Fund I Lp feeder | Hedge Fund | Delaware | $4.1M | 6 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elmlinger, Greg, S. | Member | Sep 2003 (23y) | 25% – 50% | |
| Sipprelle, Mark | Member | Sep 2003 (23y) | 25% – 50% | |
| Yarwood, Michelle, Lynn | Cco | Sep 2003 (23y) | Less than 5% | |
| Leitold, Guenter | Member | Apr 2022 (4y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Schelhammer Capital Bank Ag | Member | Mar 2009 | A | Less than 5% |
| Hypo Bank Burgenland Ag | Shareholder | Jan 1987 | B | ≈ 0% – 5% via Schelhammer Capital Bank Ag |
| Grazer Weschselseitige Versicherung Ag | Shareholder | Jan 2006 | B | ≈ 0% – 5% via Hypo Bank Burgenland Ag |
| Grawe Vermogensverwaltung | Shareholder | Jan 1828 | B | ≈ 0% – 5% via Grazer Weschselseitige Versicherung Ag |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hypo Bank Burgenland Ag: 75% – 100% of Schelhammer Capital Bank Ag × 0% – 5% direct ≈ 0% – 5% of the firm
- Grazer Weschselseitige Versicherung Ag: 75% – 100% of Hypo Bank Burgenland Ag × 75% – 100% of Schelhammer Capital Bank Ag × 0% – 5% direct ≈ 0% – 5% of the firm
- Grawe Vermogensverwaltung: 75% – 100% of Grazer Weschselseitige Versicherung Ag × 75% – 100% of Hypo Bank Burgenland Ag × 75% – 100% of Schelhammer Capital Bank Ag × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $148M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cardinal Point Master Fund I Ltd | Hedge Fund | $102M | $1.0M | 2 |
| Cardinal Point Offshore Fund I Ltd | Hedge Fund | $41.9M | $1.0M | 10 |
| Cardinal Point Fund I Lp | Hedge Fund | $4.1M | $1.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $721K (1% of AUM) May 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗