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FIVE POINTS CAPITAL LLC

500 W. 5th Street, Suite 900
Winston-salem, North Carolina 27101
Tel: 336-733-0350

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About FIVE POINTS CAPITAL LLC

FIVE POINTS CAPITAL LLC, formally registered with the SEC as FIVE POINTS CAPITAL LLC. The firm was established in 03/20/2012. They have over 4 offices throughout the country.

FIVE POINTS CAPITAL LLC is a Winston-salem, North Carolina based Financial Planning firm with nearly $1,222,997,832 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160792
SEC#801-73796
Assets Managed by Firm$1,222,997,832
No. of Clients12
No. of Advisors32

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (PROFITS DISTRIBUTIONS TO GENERAL PARTNERS AND MANAGERS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total12$1,222,997,832

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