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VERNAL POINT ADVISORS, LLC
CRD 166587File 801-80962
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.94B
Top 25% of cohort (national)
Discretionary AUM
$2.41B
Non-discretionary $1.53B
Clients
20
255 accounts
Employees
25
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 9, 2015
- Principal office
- 235 PINE ST, SUITE 1225, SAN FRANCISCO, CA, 94104
- Phone
- 415-237-3530
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.94B
- Discretionary AUM
- $2.41B
- Non-discretionary AUM
- $1.53B
- Discretionary accounts
- 231
- Non-discretionary accounts
- 24
- Total accounts
- 255
- AUM per client
- $196.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.0M |
| High net worth individuals | 18 | $3.82B |
| Pooled investment vehicles | 2 | $111.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| 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.