ALPHAPOINT, INC.

Adviser information for ALPHAPOINT, INC. last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	6	$33.0M
Non-Discretionary	116	$4.5B
Total	122	$4.6B

Clients

Type	Number	RAUM
Individuals	6	$2.2M
HNW Individuals	7	$11.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	122	$4.6B
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	3
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPension consulting services
Compensation	Fixed fees

Identifiers

SEC RIA File Number	801-62719
SEC ERA File Number	801-62719
SEC CIK Numbers	None
SEC CRD Numbers	130115
Legal Entity Identifier	None

Principal Office

2101 EAST COAST HIGHWAY
SUITE 120
CORONA DEL MAR
CA
United States

Monday - Friday, 8:00 AM TO 5:00 PM

Tel: 949-718-4575, Fax: 949-759-5719

Chief Compliance Officer

GUY L. MURANAKA

PRESIDENT

2101 EAST PACIFIC COAST HIGHWAY

SUITE 120

CORONA DEL MAR

United States

Tel: 714.390.4762

Fax: 949-718-4595

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(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners