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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CAPITAL POINT ADVISORS, L.P.

CRD 160777

HOUSTON, TX

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:b39070eb-7157-1383-30a1-48d6123e232a

Data as of Mar 21, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 0
On other graphs: 1
Observed: Feb 13, 2012 to Mar 21, 2012
2 observations

Across DFX

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

Private Equityidentity

Capital Point Advisors, L.P.

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $114MItem 5.F on the latest filing (2012-03-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $114M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $114Mgross asset value as reported per fund; never fund size
SEC number: 801-73551
CRD: 160777
Filings on the tape: 2
First filed: Feb 13, 2012
Latest filed: Mar 21, 2012
Organised: Limited Partnership, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CAPITAL POINT PARTNERS, L.P.	Private Equity Fund	$52.9M	Mar 31, 2015	13	Feb 13, 2012	reported	n/a
CAPITAL POINT PARTNERS II, L.P.	Private Equity Fund	$5.9M	Jun 15, 2016	4	Feb 13, 2012	reported	021-145814

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CANNELLA, GREGORY, JOSEPH	CONTROLLER AND CHIEF COMPLIANCE OFFICER, CAPITAL POINT ADVISORS, L.P.	Na	yes	04/2011	Mar 21, 2012	Mar 21, 2012
CAPITAL POINT ADVISORS, LLC	GENERAL PARTNER, CAPITAL POINT ADVISORS, L.P.	Na	yes	02/2005	Feb 13, 2012	Mar 21, 2012
CAPITAL POINT PARTNERS, LLC	GENERAL PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")	Na	yes	01/2006	Mar 21, 2012	Mar 21, 2012
JACKSON, ALFRED	PRESIDENT AND CHIEF EXECUTIVE OFFICER, CAPITAL POINT ADVISORS, L.P.	Na	yes	02/2005	Feb 13, 2012	Mar 21, 2012
JACKSON, ALFRED	LIMITED PARTNER	E	yes	01/2003	Feb 13, 2012	Mar 21, 2012
JACKSON, ALFRED	SOLE MEMBER	E	yes	01/2003	Feb 13, 2012	Mar 21, 2012
JWFG MANAGEMENT, LLC	GENERAL PARTNER	F	yes	01/2003	Mar 21, 2012	Mar 21, 2012
LE, DUYEN	CHIEF FINANCIAL OFFICER, CAPITAL POINT ADVISORS, L.P.	Na	yes	02/2005	Feb 13, 2012	Mar 21, 2012
MAKEL, LARRY, A.	LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")	A	yes	01/2006	Mar 21, 2012	Mar 21, 2012
O'NEAL, TED	MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER")	Na	yes	11/2010	Mar 21, 2012	Mar 21, 2012
PETTY, DARL	LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")	B	yes	01/2006	Mar 21, 2012	Mar 21, 2012
RICE, DONALD, KEITH	LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")	A	yes	01/2006	Mar 21, 2012	Mar 21, 2012
SANGALIS, JEFFREY, P.	LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")	C	yes	01/2006	Mar 21, 2012	Mar 21, 2012
SANGALIS, JEFFREY, P.	MANAGING MEMBER	F	yes	01/2006	Mar 21, 2012	Mar 21, 2012
THE INROADS GROUP, LTD.	SOLE MEMBER	E	yes	11/2004	Feb 13, 2012	Mar 21, 2012
THE INROADS GROUP, LTD.	MANAGING MEMBER	E	yes	01/2006	Feb 13, 2012	Mar 21, 2012
THE INROADS GROUP, LTD.	MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER")	E	yes	11/2010	Feb 13, 2012	Mar 21, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPITAL POINT MANAGEMENT, L.P.	n/a	n/a	n/a	N	yes	n/a
CAPITAL POINT PARTNERS II, LLC	n/a	n/a	n/a	N	yes	n/a

Relationships

Advises (2)

→ CAPITAL POINT PARTNERS II, L.P.Private fundPrivate Equity Fund, ERA
Feb 13, 2012 to presentfactForm ADV
→ CAPITAL POINT PARTNERS, L.P.Private fundPrivate Equity Fund, ERA
Feb 13, 2012 to presentfactForm ADV

Affiliated with (1)

← PRINCETON INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (12)

← JACKSON, ALFREDOwnerSOLE MEMBER, ownership code E, individual
Feb 13, 2012 to presentfactForm ADV
← RICE, DONALD, KEITHOwnerLIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER"), ownership code A, individual
Mar 21, 2012 to presentfactForm ADV
← CANNELLA, GREGORY, JOSEPHOwnerCONTROLLER AND CHIEF COMPLIANCE OFFICER, CAPITAL POINT ADVISORS, L.P., ownership code NA, individual
Mar 21, 2012 to presentfactForm ADV
← LE, DUYENOwnerCHIEF FINANCIAL OFFICER, CAPITAL POINT ADVISORS, L.P., ownership code NA, individual
Feb 13, 2012 to presentfactForm ADV
← SANGALIS, JEFFREY, P.OwnerMANAGING MEMBER, ownership code F, individual
Mar 21, 2012 to presentfactForm ADV
← PETTY, DARLOwnerLIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER"), ownership code B, individual
Mar 21, 2012 to presentfactForm ADV
← MAKEL, LARRY, A.OwnerLIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER"), ownership code A, individual
Mar 21, 2012 to presentfactForm ADV
← O'NEAL, TEDOwnerMANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER"), ownership code NA, individual
Mar 21, 2012 to presentfactForm ADV
← CAPITAL POINT ADVISORS, LLCOwnerGENERAL PARTNER, CAPITAL POINT ADVISORS, L.P., ownership code NA, domestic entity
Feb 13, 2012 to presentfactForm ADV
← CAPITAL POINT PARTNERS, LLCOwnerGENERAL PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER"), ownership code NA, domestic entity
Mar 21, 2012 to presentfactForm ADV
← JWFG MANAGEMENT, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 21, 2012 to presentfactForm ADV
← THE INROADS GROUP, LTD.OwnerSOLE MEMBER, ownership code E, domestic entity
Feb 13, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b39070eb-7157-1383-30a1-48d6123e232a
First observed: Feb 13, 2012
Last observed: Mar 21, 2012 176 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.

CAPITAL POINT ADVISORS, L.P.

CRD 160777

HOUSTON, TX

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:b39070eb-7157-1383-30a1-48d6123e232a

Data as of Mar 21, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CAPITAL POINT PARTNERS, L.P.

Private Equity Fund

$52.9M

Mar 31, 2015

Feb 13, 2012

reported

n/a

CAPITAL POINT PARTNERS II, L.P.

Private Equity Fund

$5.9M

Jun 15, 2016

Feb 13, 2012

reported

021-145814

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CANNELLA, GREGORY, JOSEPH

CONTROLLER AND CHIEF COMPLIANCE OFFICER, CAPITAL POINT ADVISORS, L.P.

yes

04/2011

Mar 21, 2012

CAPITAL POINT ADVISORS, LLC

GENERAL PARTNER, CAPITAL POINT ADVISORS, L.P.

yes

02/2005

Feb 13, 2012

Mar 21, 2012

CAPITAL POINT PARTNERS, LLC

GENERAL PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")

yes

01/2006

Mar 21, 2012

JACKSON, ALFRED

PRESIDENT AND CHIEF EXECUTIVE OFFICER, CAPITAL POINT ADVISORS, L.P.

yes

02/2005

Feb 13, 2012

Mar 21, 2012

JACKSON, ALFRED

LIMITED PARTNER

yes

01/2003

Feb 13, 2012

Mar 21, 2012

JACKSON, ALFRED

SOLE MEMBER

yes

01/2003

Feb 13, 2012

Mar 21, 2012

JWFG MANAGEMENT, LLC

GENERAL PARTNER

yes

01/2003

Mar 21, 2012

LE, DUYEN

CHIEF FINANCIAL OFFICER, CAPITAL POINT ADVISORS, L.P.

yes

02/2005

Feb 13, 2012

Mar 21, 2012

MAKEL, LARRY, A.

LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")

yes

01/2006

Mar 21, 2012

O'NEAL, TED

MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER")

yes

11/2010

Mar 21, 2012

PETTY, DARL

LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")

yes

01/2006

Mar 21, 2012

RICE, DONALD, KEITH

LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")

yes

01/2006

Mar 21, 2012

SANGALIS, JEFFREY, P.

LIMITED PARTNER, CAPITAL POINT MANAGEMENT, L.P. ("RELYING ADVISER")

yes

01/2006

Mar 21, 2012

SANGALIS, JEFFREY, P.

MANAGING MEMBER

yes

01/2006

Mar 21, 2012

THE INROADS GROUP, LTD.

SOLE MEMBER

yes

11/2004

Feb 13, 2012

Mar 21, 2012

THE INROADS GROUP, LTD.

MANAGING MEMBER

yes

01/2006

Feb 13, 2012

Mar 21, 2012

THE INROADS GROUP, LTD.

MANAGING MEMBER, CAPITAL POINT PARTNERS II, LLC ("RELYING ADVISER")

yes

11/2010

Feb 13, 2012

Mar 21, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPITAL POINT MANAGEMENT, L.P.

n/a

yes

n/a

CAPITAL POINT PARTNERS II, LLC

n/a

yes

n/a