ArchPoint Investors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. The firm advises 2 private funds.
ArchPoint Investors reports 38 clients. They include 27 high-net-worth individuals, 9 charitable organizations and 2 pooled investment vehicles. Of its assets, 19.2% ($792M across 121 accounts) are managed with discretion; $3.34B across 166 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 71% | 93% |
| Pooled investment vehicles | 5% | <1% |
| Charitable organizations | 24% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 27 | $3.86B | 93.5% | $143M |
| Pooled investment vehicles | 2 | $38.1M | 0.9% | $19.1M |
| Charitable organizations | 9 | $232M | 5.6% | $25.7M |
| Total | 38 | $4.13B | 100% | $109M |
- Clients
- 27
- Regulatory AUM
- $3.86B
- AUM share
- 93.5%
- Avg. per client
- $143M
- Clients
- 2
- Regulatory AUM
- $38.1M
- AUM share
- 0.9%
- Avg. per client
- $19.1M
- Clients
- 9
- Regulatory AUM
- $232M
- AUM share
- 5.6%
- Avg. per client
- $25.7M
Total
- Clients
- 38
- Regulatory AUM
- $4.13B
- AUM share
- 100%
- Avg. per client
- $109M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
ArchPoint Investors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Alfredo Botty owns 75% or more of ArchPoint Investors. Alfredo Botty is CEO; the leadership team includes Chief Compliance Officer Alex Paul. It has 11 employees, 5 of them in advisory roles.
Leadership
- Alfredo BottyChief Executive Officer and Member
- Alex PaulChief Compliance Officer
Staff
- 11 employees
- 5 in advisory functions
- Owns 75% or more of Archpoint Investors LLC
Alfredo Botty
Control person · since October 2009
- Owns 10% to 25% of Archpoint Investors LLC
Alex Paul
Control person · since June 2021
ArchPoint Investors’ regulatory assets grew 2.3× from $1.78B (June 2021) to $4.13B (March 2026); clients rose from 31 to 38 and employees from 6 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $4.13B | 38 | 11 | 2 |
| March 2025 | $3.7B | 37 | 9 | 2 |
| March 2024 | $3.35B | 31 | 9 | 2 |
| May 2023 | $3.11B | 29 | 9 | 2 |
| May 2022 | $2.73B | 25 | 8 | 2 |
| June 2021 | $1.78B | 31 | 6 | 1 |
Besides its headquarters, ArchPoint Investors has 1 office, with 2 listed addresses in Florida and Illinois.
Florida · 1 listed address
- 2701 S Le Jeune RD, #1111, Coral GablesHQ
Illinois · 1 listed address
- 444 West Lake Street, Chicago
Contact and registration details
- Legal name
- Archpoint Investors LLC
- Headquarters
- 2701 S Le Jeune RD, #1111, Coral Gables, FL 33134
- Website
- archpointinvestors.com
- Phone
- 786-810-3660
- @archpoint-investors
- SEC file
- 801-70679
- Structure
- Delaware LLC
- Fiscal year end
- December
ArchPoint Investors uses J.P. Morgan ($422M, 37%), Fidelity ($386M, 34%) and Charles Schwab ($318M, 28%) as custodians for its separately managed accounts. ArchPoint Investors has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $318M28%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $422M37%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $386M34%
At year end, ArchPoint Investors’ separately managed accounts were mostly in stocks (55%) and funds (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $473M across 80 positions; the largest are Alphabet Inc. (25.4%), Amazon Com Inc. (7.0%) and Curtiss Wright Corp. (5.4%).
What the accounts hold
- Stocks55%
- Exchange-traded equities40%
- Non-exchange-traded equities15%
- Funds36%
- Pooled vehicles32%
- Registered funds4%
- Bonds1%
- Cash8%
Reported 13F holdings
- $473M
- Reported 13F value
- 80
- Positions
- 62.6%
- In the 10 largest
- +12.7%
- Value vs. prior quarter
- Alphabet Inc. · Cap Stk CL A25.4%
- Amazon Com Inc.7.0%
- Curtiss Wright Corp.5.4%
- Vanguard Index Fds · Total Stk Mkt5.1%
- Vanguard Admiral Fds Inc. · 500 Grth Idx F4.8%
- Vanguard Index Fds · S&P 500 ETF Shs4.4%
- Cisco Sys Inc.3.2%
- Iridium Communications Inc.2.7%
- iShares TR · Core MSCI Eafe2.4%
- LA Z Boy Inc.2.4%
Together, the ten largest are 62.6% of reported value.
How many clients does ArchPoint Investors have?
ArchPoint Investors has 38 clients and manages $4.13 billion for them, as of March 2026. They include 27 high-net-worth individuals, 9 charitable organizations and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does ArchPoint Investors offer?
ArchPoint Investors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does ArchPoint Investors use?
ArchPoint Investors’ separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $422M, Fidelity Brokerage Services LLC (Boston, MA), with $386M and Charles Schwab & Co., Inc. (San Francisco, CA), with $318M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does ArchPoint Investors have?
ArchPoint Investors has 0 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ArchPoint Investors invest in?
At the end of its last fiscal year, ArchPoint Investors’ separately managed accounts held 40% exchange-traded equities, 32% pooled vehicles (private funds and similar), 15% non-exchange-traded equities, 8% cash and equivalents, 4% registered funds (mutual funds, ETFs, BDCs) and 1% investment grade corporate bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ArchPoint Investors?
ArchPoint Investors’ direct owners are Alfredo Botty (75% or more) and Alex Paul (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does ArchPoint Investors get paid?
ArchPoint Investors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is ArchPoint Investors registered with the SEC?
Yes, ArchPoint Investors has been registered with the SEC as an investment adviser since 8 October 2009. Its CRD number is 151807 and its SEC file number is 801-70679.
Source: Form ADV Part 1A, Item 1, filed 3 March 2026; IAPD firm record
How do I contact ArchPoint Investors?
ArchPoint Investors’ main office is at 2701 S Le Jeune RD, #1111, Coral Gables, FL 33134. Its phone number is 786-810-3660. Its website is archpointinvestors.com.