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ARCHPOINT INVESTORS
Legal name: ARCHPOINT INVESTORS LLC
CRD 151807File 801-70679
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.13B
Top 25% of cohort (national)
Discretionary AUM
$791.6M
Non-discretionary $3.34B
Clients
38
287 accounts
Employees
11
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 8, 2009
- Principal office
- 2701 S LE JEUNE RD, #1111, CORAL GABLES, FL, 33134
- Phone
- 786-810-3660
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.13B
- Discretionary AUM
- $791.6M
- Non-discretionary AUM
- $3.34B
- Discretionary accounts
- 121
- Non-discretionary accounts
- 166
- Total accounts
- 287
- AUM per client
- $108.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $231.6M |
| High net worth individuals | 27 | $3.86B |
| Pooled investment vehicles | 2 | $38.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.