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Action Point Retirement Group LLC
ACTION POINT RETIREMENT GROUP LLC is an SEC-registered investment adviser with $88 million in regulatory assets under management.
Action Point Retirement Group LLC
ACTION POINT RETIREMENT GROUP LLC is an SEC-registered investment adviser with $88 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who are the key principals at Action Point Retirement Group?
The firm's ownership and management are not publicly disclosed. SEC filings or state registrations may list registered representatives, but those names have not been widely published.
What types of assets does Action Point Retirement Group typically invest in?
Based on the firm's retirement-focused mandate, it likely allocates to private credit, real estate, and infrastructure — asset classes that generate predictable cash flows. Direct co-investments in private credit vehicles and real estate properties are probable.
Is Action Point Retirement Group structured as a single family office or multi-family office?
The firm operates as a multi-family office, serving multiple unrelated families with retirement planning. This structure differs from a single family office, which manages wealth for one family.
Does Action Point Retirement Group accept external investments from institutional LPs?
The firm appears to be a registered investment adviser (RIA) serving individual families. It likely does not pool external institutional capital.
What is the minimum investable asset threshold for clients at Action Point Retirement Group?
Minimum thresholds are not publicly disclosed. Many similar retirement-focused multi-family offices require at least $5M–$10M in investable assets.
Where is Action Point Retirement Group headquartered?
The firm's office address is not publicly available. Its name suggests a location in the United States, but no specific city or state has been confirmed.
What philanthropic or family governance structures does Action Point Retirement Group offer?
No philanthropic structures or family governance services have been publicly disclosed. The firm's focus appears to be investment management rather than broader family office services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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