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Element Pointe Family Office

Family Offices

Miami, FL

Wealth Management & Family Office Advisory Services

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:6765b12e-78c3-42c7-8a8d-aa1d676a3453

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built Sep 19, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 33
On other graphs: 3
Observed: Sep 12, 2026 to Sep 16, 2026
99 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Element Pointe Family Office

Capital provider to sponsors · shared crd

Private Equityidentity

Element Pointe Family Office

Private equity manager · shared crd

RIA / Wealth Managementidentity

ELEMENT POINTE FAMILY OFFICE

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $1.2BForm ADV, as of 2026-03-27
13F value: $530M86 positions, 2026-03-31; never AUM
Private funds: 1
Investments: 0
Direct investments: 0
People: 17
Decision makers: 14derived
Website: elementpointe.com

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Kristopher Kyle Martin	Partner	leadership	principal	n/a	yes	fact
Carlos Dominguez	President and Chief Investment Officer	cio	senior	n/a	yes	fact
Nancy Beth Goldstein	Senior Vice President and Chief Compliance Officer	leadership	principal	n/a	yes	fact
Carlos Alberto Dominguez	Chief Investment Officer, Manager, Partner	cio	principal	n/a	yes	fact
David Savir	Chief Executive Officer	leadership	senior	n/a	yes	fact
Nancy B. Goldstein	Senior Vice President & Chief Compliance Officer	leadership	senior	n/a	yes	fact
Shane Blum	Associate, Wealth Advisor	other	unknown	n/a	yes	fact
Andrew Colannino	Analyst, Investment Management	Direct investments	unknown	n/a	yes	fact
David Savir	Ceo	Private equity	senior	n/a	yes	fact
Gavin Casas	Analyst, Portfolio Reporting and Analytics	operations	unknown	n/a	yes	fact
David Nmn Savir	Chief Executive Officer, Chief Operations Officer, Partner, and Manager	Private equity	principal	n/a	yes	fact
Sebastian Ordonez, CFA	Vice President, Investment Management	leadership	senior	n/a	yes	fact
Jonathan A. Jerome	Vice President, Wealth Planning Specialist	leadership	senior	n/a	yes	fact
Carlos A. Dominguez	President & Chief Investment Officer	cio	senior	n/a	yes	fact
Kristopher Martin	Partner & Wealth Advisor	leadership	senior	n/a	yes	fact
Kathryn Zurcher	Senior Client Service Associate	other	unknown	n/a	yes	fact
John C. Rodriguez	Vice President, Client Service Manager	leadership	senior	n/a	yes	fact

Relationships

Employs (16)

→ Gavin CasasPersonAnalyst, Portfolio Reporting and Analytics
factThe subject's own site
→ Andrew ColanninoPersonAnalyst, Investment Management
factThe subject's own site
→ Kathryn ZurcherPersonSenior Client Service Associate
factThe subject's own site
→ Sebastian Ordonez, CFAPersonVice President, Investment Management
factThe subject's own site
→ John C. RodriguezPersonVice President, Client Service Manager
factThe subject's own site
→ Jonathan A. JeromePersonVice President, Wealth Planning Specialist
factThe subject's own site
→ Nancy B. GoldsteinPersonSenior Vice President & Chief Compliance Officer
factThe subject's own site
→ Kristopher MartinPersonPartner & Wealth Advisor
factThe subject's own site
→ Carlos A. DominguezPersonPresident & Chief Investment Officer
factThe subject's own site
→ David SavirPersonChief Executive Officer
factThe subject's own site, Form 13F
→ Shane BlumPersonAssociate, Wealth Advisor
factThe subject's own site
→ Carlos DominguezPersonPresident and Chief Investment Officer
factForm 13F
→ Carlos Alberto DominguezPersonChief Investment Officer, Manager, Partner
Mar 1, 2016 to presentfactForm ADV
→ Kristopher Kyle MartinPersonPartner
Apr 1, 2026 to presentfactForm ADV
→ Nancy Beth GoldsteinPersonSenior Vice President and Chief Compliance Officer
Mar 1, 2026 to presentfactForm ADV
→ David Nmn SavirPersonChief Executive Officer, Chief Operations Officer, Partner, and Manager
Mar 1, 2016 to presentfactForm ADV

Invested in (1)

→ Click hereCompanyPortfolio listing
factThe subject's own site

Vehicle of (1)

← ELEMENT POINTE DEEP ACCESS FUND, LPVehicleADV private fund
Mar 11, 2021 to presentfactForm ADV

Dated events

31 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 4, 2021
Private fund GAV increased
ELEMENT POINTE DEEP ACCESS FUND, LP: gross asset value $0.0M to $10.7M between the 2021-03-26 and 2021-06-04 filings (+0%)
ELEMENT POINTE DEEP ACCESS FUND, LP Form ADVobserved 5 days ago
$10.7M
Occurred
Mar 11, 2021
Private fund reported
Element Pointe Family Office first reported ELEMENT POINTE DEEP ACCESS FUND, LP on Form ADV at $0.0M gross asset value
ELEMENT POINTE DEEP ACCESS FUND, LP Form ADVobserved 5 days ago
0 USD

Show 31 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
Element Pointe Family Office: CONFIRMED_MFO -> CONFIRMED_MFO (Element Pointe's own team page describes the firm as a multi-family office serving high-net-worth families and family offices, with 50+ client families.)
First seen by DFX
Sep 12, 2026
date not stated
Element Pointe Family Office: CONFIRMED_MFO -> CONFIRMED_MFO (its own press release describes it as a multi family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Element Pointe Family Office found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
Element Pointe Family Office: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
Occurred
May 7, 2026
Element Pointe Advisors, LLC reported $529,960,853 across 86 13(f) positions for the quarter ended 2026-03-31
Occurred
May 5, 2026
Element Pointe named as a multi family office on prnewswire
Occurred
Mar 31, 2026
Element Pointe Advisors, LLC opened a $20,827,164 position in Spdr Series Trust (223,948 shares)
Occurred
Mar 31, 2026
Element Pointe Advisors, LLC increased Fidelity Wise Origin Bitcoin 43,574 -> 57,121 shares ($3,321,673 -> $3,371,874)
Occurred
Mar 31, 2026
Element Pointe Advisors, LLC increased Ishares Bitcoin Trust Etf 66,203 -> 88,132 shares ($3,286,983 -> $3,386,035)
Occurred
Mar 31, 2026
Element Pointe Advisors, LLC increased Vanguard Scottsdale Fds 232,030 -> 297,186 shares ($13,627,137 -> $17,397,283)
Occurred
Feb 13, 2026
Element Pointe Advisors, LLC reported $517,282,048 across 88 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
Element Pointe Advisors, LLC increased Ishares Tr 315,903 -> 405,626 shares ($15,602,449 -> $19,446,522)
Occurred
Dec 31, 2025
Element Pointe Advisors, LLC increased J P Morgan Exchange Traded F 318,624 -> 463,201 shares ($14,787,340 -> $21,441,574)
Occurred
Dec 31, 2025
Element Pointe Advisors, LLC increased Ishares Tr 117,734 -> 270,550 shares ($10,279,356 -> $24,203,403)
Occurred
Dec 31, 2025
Element Pointe Advisors, LLC exited J P Morgan Exchange Traded F (was $14,028,671, 245,686 shares)
Occurred
Nov 12, 2025
Element Pointe Advisors, LLC reported $469,272,939 across 75 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Element Pointe Advisors, LLC opened a $4,092,745 position in Fidelity Wise Origin Bitcoin (41,005 shares)
Occurred
Sep 30, 2025
Element Pointe Advisors, LLC reduced Ishares Tr 495,769 -> 347,444 shares ($41,079,419 -> $28,823,985)
Occurred
Sep 30, 2025
Element Pointe Advisors, LLC reduced Select Sector Spdr Tr 104,755 -> 14,521 shares ($14,119,926 -> $2,020,888)
Occurred
Sep 30, 2025
Element Pointe Advisors, LLC opened a $4,045,021 position in Ishares Bitcoin Trust Etf (62,231 shares)
Occurred
Sep 30, 2025
Element Pointe Advisors, LLC opened a $15,602,449 position in Ishares Tr (315,903 shares)
Occurred
Sep 30, 2025
Element Pointe Advisors, LLC opened a $14,787,340 position in J P Morgan Exchange Traded F (318,624 shares)
Occurred
Sep 30, 2025
Element Pointe Advisors, LLC opened a $6,781,803 position in World Gold Tr (88,709 shares)
Occurred
Aug 19, 2025
Element Pointe Advisors, LLC reported $413,328,773 across 67 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Element Pointe Advisors, LLC reduced J P Morgan Exchange Traded F 460,228 -> 239,305 shares ($26,297,453 -> $13,604,514)
Occurred
Jun 30, 2025
Element Pointe Advisors, LLC reduced Vanguard Index Fds 27,447 -> 14,749 shares ($14,105,288 -> $8,377,874)
Occurred
Jun 30, 2025
Element Pointe Advisors, LLC increased Vanguard Scottsdale Fds 125,161 -> 172,190 shares ($7,345,714 -> $10,121,343)
Occurred
May 9, 2025
Element Pointe Advisors, LLC reported $411,276,481 across 67 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Element Pointe Advisors, LLC opened a $15,043,410 position in Select Sector Spdr Tr (103,030 shares)
Occurred
Mar 31, 2025
Element Pointe Advisors, LLC reduced Vanguard Scottsdale Fds 210,604 -> 125,161 shares ($12,252,956 -> $7,345,714)
Occurred
Feb 14, 2025
Element Pointe Advisors, LLC reported $425,084,351 across 70 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 2 office addresses (Form ADV, Form 13F), 1 website (office website) · as of 2026-09-12

David Savir
CEO · Revealable: 1 business phone (Form 13F)
Carlos Dominguez
President and Chief Investment Officer · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Gavin Casas (Analyst, Portfolio Reporting and Analytics), Andrew Colannino (Analyst, Investment Management), Kathryn Zurcher (Senior Client Service Associate), Sebastian Ordonez, CFA (Vice President, Investment Management), John C. Rodriguez (Vice President, Client Service Manager), Jonathan A. Jerome (Vice President, Wealth Planning Specialist), Nancy B. Goldstein (Senior Vice President & Chief Compliance Officer), Kristopher Martin (Partner & Wealth Advisor), Carlos A. Dominguez (President & Chief Investment Officer), Shane Blum (Associate, Wealth Advisor), Carlos Alberto Dominguez (Chief Investment Officer, Manager, Partner), Kristopher Kyle Martin (Partner).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:6765b12e-78c3-42c7-8a8d-aa1d676a3453
First observed: Sep 12, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, DFX's own graph
6 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Element Pointe Family Office

Family Offices

Miami, FL

Wealth Management & Family Office Advisory Services

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:6765b12e-78c3-42c7-8a8d-aa1d676a3453

Person

Title

Role

Seniority

Family member

Current

Evidence

Kristopher Kyle Martin

Partner

leadership

principal

n/a

yes

fact

Carlos Dominguez

President and Chief Investment Officer

cio

senior

n/a

yes

fact

Nancy Beth Goldstein

Senior Vice President and Chief Compliance Officer

leadership

principal

n/a

yes

fact

Carlos Alberto Dominguez

Chief Investment Officer, Manager, Partner

cio

principal

n/a

yes

fact

David Savir

Chief Executive Officer

leadership

senior

n/a

yes

fact

Nancy B. Goldstein

Senior Vice President & Chief Compliance Officer

leadership

senior

n/a

yes

fact

Shane Blum

Associate, Wealth Advisor

other

unknown

n/a

yes

fact

Andrew Colannino

Analyst, Investment Management

Direct investments

unknown

n/a

yes

fact

David Savir

Ceo

Private equity

senior

n/a

yes

fact

Gavin Casas

Analyst, Portfolio Reporting and Analytics

operations

unknown

n/a

yes

fact

David Nmn Savir

Chief Executive Officer, Chief Operations Officer, Partner, and Manager

Private equity

principal

n/a

yes

fact

Sebastian Ordonez, CFA

Vice President, Investment Management

leadership

senior

n/a

yes

fact

Jonathan A. Jerome

Vice President, Wealth Planning Specialist

leadership

senior

n/a

yes

fact

Carlos A. Dominguez

President & Chief Investment Officer

cio

senior

n/a

yes

fact

Kristopher Martin

Partner & Wealth Advisor

leadership

senior

n/a

yes

fact

Kathryn Zurcher

Senior Client Service Associate

other

unknown

n/a

yes

fact

John C. Rodriguez

Vice President, Client Service Manager

leadership

senior

n/a

yes

fact