Archpoint Investors Llc
- Regulatory AUM
- $4.1B
- Discretionary
- $792M
- Clients
- 38
- Avg AUM / client
- $109M
- Accounts
- 287
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 27 | $3.9B | 93.5% |
| Pooled investment vehicles (non-investment companies) | 2 | $38.1M | 0.92% |
| Charitable organizations | 9 | $232M | 5.6% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $39.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Archpoint Barb, Lp | Other Private Fund | Delaware | $31.6M | 49 |
| Archpoint Bolttech, Lp | Other Private Fund | Delaware | $7.4M | 6 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Botty, Alfredo, Jose | Chief Executive Officer And Member | Oct 2009 (17y) | 75% or more | |
| Paul, Alex, Michael | Chief Compliance Officer | Jun 2021 (5y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $39.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Archpoint Barb, Lp | Other Private Fund | $31.6M | $100K | 49 |
| Archpoint Bolttech, Lp | Other Private Fund | $7.4M | $100K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $422M (10% of AUM) Mar 2026
- Fidelity Brokerage Services $386M (9% of AUM) Mar 2026
- Charles Schwab & Co. $318M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗