STEELPOINT CAPITAL PARTNERS, LP

ORLANDO, Florida·4 registered advisors·CRD# 158405
SEC# 802-1194760323-314-8565
01

Firm Overview

AUM
$52M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at STEELPOINT CAPITAL PARTNERS, LP

4 registered advisors
Garrett Michael Potter
CARLSBAD, California
James Caccavo
ORLANDO, Florida
Louis Moore Bacon
SOLANA BEACH, California
Timothy Broadhead
CARLSBAD, California
05

Office Locations

CARLSBAD, California
2 advisors
ORLANDO, Florida
1 advisor
SOLANA BEACH, California
1 advisor

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Data sourced from SEC Form ADV filings. STEELPOINT CAPITAL PARTNERS, LP (CRD# 158405) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.