Private Market View

FACTORPOINT PLANNING, LLC

Other · PITTSFORD, NY

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • FACTORPOINT PLANNING, LLC is a other based in PITTSFORD, NY.

Registered with the SEC

Form ADV · 2026-04 · CRD 341229
Regulatory AUM
Private fund assets
Private funds
Staff
3
Registered office
PITTSFORD, NY
SEC status
120-Day Approval

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for FACTORPOINT PLANNING, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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