PointOne Family Office provides portfolio management for individuals and small businesses and selecting other managers.
PointOne Family Office reports 25 clients. They include 17 high-net-worth individuals and 8 individual clients. Of its assets, 78.8% ($258M across 167 accounts) are managed with discretion; $69.4M across 60 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | <1% |
| High-net-worth individuals | 68% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 8 | $1.97M | 0.6% | $246K |
| High-net-worth individuals | 17 | $325M | 99.4% | $19.1M |
| Total | 25 | $327M | 100% | $13.1M |
- Clients
- 8
- Regulatory AUM
- $1.97M
- AUM share
- 0.6%
- Avg. per client
- $246K
- Clients
- 17
- Regulatory AUM
- $325M
- AUM share
- 99.4%
- Avg. per client
- $19.1M
Total
- Clients
- 25
- Regulatory AUM
- $327M
- AUM share
- 100%
- Avg. per client
- $13.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
PointOne Family Office charges 1.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Point1, LLC owns 75% or more of PointOne Family Office and is in turn owned by Ari Segal (25–50%) and Front Row, LLC (25–50%). The leadership team of PointOne Family Office includes Chief Compliance Officer Thomas McGuinness. It has 4 employees, 2 of them in advisory roles.
Leadership
- Thomas McGuinnessChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Ashley Peters McGuinness
- Michael Elliott Walsh
Staff
- 4 employees
- 2 in advisory functions
- 1 state-registered rep
- 2 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of Pointone Family Office, LLC
Point1, LLC
Control person · since August 2025
- Owns 25% to 50% of Point1, LLC
Ari Segal
Control person · since August 2025
- Owns 25% to 50% of Point1, LLC
Front Row, LLC
Control person · since February 2026
- Owns 25% to 50% of Front Row, LLC
Michael Walsh
Control person · since February 2026
Besides its headquarters, PointOne Family Office has 0 offices, with 1 listed address in California.
California · 1 listed address
- 919 Manhattan Avenue, Suite 101, Manhattan BeachHQ
Contact and registration details
- Legal name
- Pointone Family Office, LLC
- Headquarters
- 919 Manhattan Avenue, Suite 101, Manhattan Beach, CA 90266
- Website
- p1fo.com
- Phone
- 310-737-2637
- @pointone-family-office
- SEC file
- 801-134522
- Structure
- Delaware LLC
- Fiscal year end
- December
PointOne Family Office uses Goldman Sachs & Co. ($290M) as custodian for its separately managed accounts. PointOne Family Office has custody of $20.8M in client assets for 4 clients.
- Goldman Sachs & Co.Goldman Sachs & Co. LLC · New York, NY · $290M100%
At year end, PointOne Family Office’s separately managed accounts were largely in stocks (48%) and funds (30%).
What the accounts hold
- Stocks48%
- Exchange-traded equities43%
- Non-exchange-traded equities5%
- Funds30%
- Registered funds23%
- Pooled vehicles7%
- Bonds15%
- U.S. government and agency bonds11%
- State and local bonds3%
- Investment grade corporate bonds1%
- Cash7%
How many clients does PointOne Family Office have?
PointOne Family Office has 25 clients and manages $327 million for them, as of April 2026. They include 17 high-net-worth individuals and 8 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026
What services does PointOne Family Office offer?
PointOne Family Office provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does PointOne Family Office charge?
PointOne Family Office charges 1.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - POINTONE FAMILY OFFICE, filed 10 April 2026
Which custodians does PointOne Family Office use?
PointOne Family Office’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $290M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026
How many financial advisors does PointOne Family Office have?
PointOne Family Office has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does PointOne Family Office invest in?
At the end of its last fiscal year, PointOne Family Office’s separately managed accounts held 43% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 11% U.S. government and agency bonds, 7% pooled vehicles (private funds and similar), 7% cash and equivalents, 5% non-exchange-traded equities, 3% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns PointOne Family Office?
PointOne Family Office is owned through a chain of holding companies by Ari Segal and Michael Walsh. Its direct owner is Point1, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 April 2026
How does PointOne Family Office get paid?
PointOne Family Office is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is PointOne Family Office registered with the SEC?
Yes, PointOne Family Office has been registered with the SEC as an investment adviser since 13 November 2025. Its CRD number is 338563 and its SEC file number is 801-134522.
Source: Form ADV Part 1A, Item 1, filed 10 April 2026; IAPD firm record
How do I contact PointOne Family Office?
PointOne Family Office’s main office is at 919 Manhattan Avenue, Suite 101, Manhattan Beach, CA 90266. Its phone number is 310-737-2637. Its website is p1fo.com.