ARCHPOINT INVESTORS

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 09/04/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 5
Registration SEC, Approved, 10/8/2009
AUM* 3,349,409,812 7.70%
of that, discretionary 661,970,087 10.63%
Private Fund GAV* 39,025,581 14.22%
Avg Account Size 15,799,103 32.60%
% High Net Worth 82.86% -11.01%
SMA’s Yes
Private Funds 2
Contact Info 786 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 1B 1B 718M 359M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$39,025,581

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser KBI GLOBAL INVESTORS (NORTH AMERICA) LTD Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund274.6m Total Private Fund GAV274.6m AUM3.1b #Funds2
Adviser HERITAGE WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund207.6m Total Private Fund GAV207.6m AUM4.0b #Funds7
Adviser UBS REALTY INVESTORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.7b Total Private Fund GAV2.7b AUM2.7b #Funds3
Adviser FRANKLIN STREET ADVISORS INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund150.7m Total Private Fund GAV150.7m AUM3.5b #Funds5
Adviser FOCUSED INVESTORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.2b Total Private Fund GAV1.2b AUM3.2b #Funds1
Adviser TWIN FOCUS CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund47.7m Total Private Fund GAV47.7m AUM3.6b #Funds6
Adviser MATTER FAMILY OFFICE Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund157.6m Total Private Fund GAV157.6m AUM3.4b #Funds2
Adviser BARON CAPITAL MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund886.3m Total Private Fund GAV886.3m AUM4.1b #Funds4
Adviser CARDINAL CAPITAL MANAGEMENT, L.L.C. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM386.3m #Funds-
Adviser STABLE ASSET MANAGEMENT LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.1b Total Private Fund GAV1.1b AUM3.3b #Funds4

Brochure Summary

Overview

ArchPoint Investors (“ArchPoint” or “we”) supports families of exceptional wealth with the management of their investment portfolios. We were founded in 2009 and under the name Botty Investors, LLC. ArchPoint’s initial clients were several families of significant prominence in the United States of America. Currently, ArchPoint continues to provide wealth management and investment advisory services to clients on a discretionary and non-discretionary basis, both as separately managed accounts and as private fund accounts. We initially meet with clients to determine their services requested, risk tolerance and time constraints and establish acceptable goals, policies, and investment objectives. The requirements may differ even across the same client’s accounts, trusts, or other investment vehicles, and recommendations
are tailored based on these needs. Services provided have also included assisting with family office structuring and liquidity management. ArchPoint utilizes traditional public equity and fixed income investments, but also alternative investment strategies such as hedge funds, private funds, real estate funds, and direct private investments. We formally review clients' portfolios no less frequently than quarterly and make appropriate changes and recommendations to a client's portfolio holdings as needed to maintain the objectives of the client. ArchPoint is independently owned and operated by its employees, with Alfredo Botty as the majority owner. As of December 31, 2023, ArchPoint’s regulatory assets under management were $661,970,087on a discretionary basis, and $ 2,687,439,725on a non-discretionary basis.