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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does ArchPoint Investors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does ArchPoint Investors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does ArchPoint Investors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does ArchPoint Investors invest in?","answer":"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. 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