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NINEPOINTTWO CAPITAL LLC

LOS ANGELES, CA · CRD 297270 · IAPD ↗ · 323-486-3600

$314.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
March 2026 — NINEPOINTTWO CAPITAL LLC reported RAUM up 88% ($167.1M -> $314.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
March 2026 — NINEPOINTTWO CAPITAL LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
March 2025 — NINEPOINTTWO CAPITAL LLC reported RAUM down 73% ($623.5M -> $167.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.