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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

POINTONE FAMILY OFFICE

POINTONE FAMILY OFFICE, LLC, CRD 338563

MANHATTAN BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1945bfa3-91de-3bc9-50de-7c8158d1ded8

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Sep 9, 2025 to Apr 10, 2026
4 observations

Across DFX

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

Family Officesidentity

Pointone Family Office

Family office · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $327MItem 5.F on the latest filing (2026-04-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $258M
Private client RAUM: $327MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $164Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 227
Individual clients: 8
High net worth clients: 17
Custody, client assets: $20.8M
SEC number: 801-134522
CRD: 338563
Filings on the tape: 4
First filed: Sep 9, 2025
Latest filed: Apr 10, 2026
Organised: Limited Liability Company, DE
Website: p1fo.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Ashley Peters McGuinness	n/a	MANHATTAN BEACH, CA	0	21	2	yes
Michael Elliott Walsh	n/a	MANHATTAN BEACH, CA	0	34	3	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$327M	$258M	4	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$327M	n/a	n/a	n/a	n/a	4	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WILLIAM BLAIR & COMPANY L.L.C.	2	Feb 11, 2026	Jan 20, 2026	BEVERLY HILLS, CA	Team lift out	Ibd to new firm	0.6%

Relationships

Registered with (2)

← Michael Elliott WalshAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← Ashley Peters McGuinnessAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV

Moved with (1)

← WILLIAM BLAIR & COMPANY L.L.C.Registered adviser2 advisors, team lift out, same day
Feb 11, 2026 to Jan 20, 2026factForm ADV

Dated events

Occurred
Feb 11, 2026
Team lift-out
2 advisors left William Blair & Company L.L.C. (Beverly Hills, CA) for Pointone Family Office on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1945bfa3-91de-3bc9-50de-7c8158d1ded8
First observed: Sep 9, 2025
Last observed: Apr 10, 2026 5 months ago
Source families: Federal regulator filings
3 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.

POINTONE FAMILY OFFICE

POINTONE FAMILY OFFICE, LLC, CRD 338563

MANHATTAN BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1945bfa3-91de-3bc9-50de-7c8158d1ded8

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Ashley Peters McGuinness

n/a

MANHATTAN BEACH, CA

yes

Michael Elliott Walsh

n/a

MANHATTAN BEACH, CA

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$327M

$258M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$327M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WILLIAM BLAIR & COMPANY L.L.C.

Feb 11, 2026

Jan 20, 2026

BEVERLY HILLS, CA

Team lift out

Ibd to new firm

0.6%