Kpoint Capital Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 333024
· Manhasset, NY
· www.kpointcapital.com
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ADV data as of Apr 26, 2026
- Regulatory AUM
- $2.6M
- Discretionary
- $2.6M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 9
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $310K | 11.9% |
| Corporations and other businesses | Fewer than 5 clients | $2.3M | 88.1% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Eilenberg | Registered representative | Oct 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/26/2026 | 1000 KB | 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Interactive Brokers $2.3M (86% of AUM) Apr 2026
- E*TRADE (Morgan Stanley) $1.2M (44% of AUM) Apr 2026
- J.P. Morgan $379K (15% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 26, 2026.
View current Form ADV (SEC/IAPD) ↗