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ALPHAPOINT, INC.
CRD 130115File 801-62719
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.56B
Top 25% of cohort (national)
Discretionary AUM
$39.1M
Non-discretionary $5.52B
Clients
115
115 accounts
Employees
1
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 20, 2004
- Principal office
- 2101 EAST COAST HIGHWAY, SUITE 120, CORONA DEL MAR, CA, 92625
- Phone
- 714-290-4762
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.56B
- Discretionary AUM
- $39.1M
- Non-discretionary AUM
- $5.52B
- Discretionary accounts
- 2
- Non-discretionary accounts
- 113
- Total accounts
- 115
- AUM per client
- $48.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 115 | $5.56B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 148 | 115 | decreased by33 |
| Apr 1, 2026 | AUM | $4,976,536,283 | $5,557,761,894 | increased by$581,225,611 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 130 | 148 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,721,726,887 | $4,976,536,283 | increased by$254,809,396 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 130 | 115 | decreased by15 |
| Apr 1, 2022 | Clients | 115 | 130 | increased by15 |
| Apr 1, 2022 | AUM | $4,092,126,152 | $4,721,726,887 | increased by$629,600,735 |
| Apr 1, 2022 | Accounts | 115 | 130 | increased by15 |
| May 1, 2021 | Clients | 128 | 115 | decreased by13 |
| May 1, 2021 | AUM | $3,616,235,394 | $4,092,126,152 | increased by$475,890,758 |
| May 1, 2021 | Accounts | 128 | 115 | decreased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALPHAPOINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALPHAPOINT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.