FactorPoint Planning, LLC

Investment decisions are led by Chief Investment Officer Robert S. Kaplan, who oversees asset allocation and manager selection. Founder David J. Selnick directs firm strategy and client relationships. The team operates with a centralized investment committee structure rather than a single decision-maker (per public record).

The firm sources proprietary co-investment opportunities through relationships with established private equity and venture capital general partners. Deal flow originates from long-standing GP relationships rather than a captive origination team. SEC filings indicate the firm participates in side-by-side investment vehicles alongside institutional fund managers (per SEC Form ADV, 2022).

FactorPoint Planning operates as a registered investment advisor and multi-family office, serving multiple unrelated families. This structure is distinct from a single-family office, as it allows pooling of resources across families while maintaining separate account management. The RIA registration subjects the firm to regulatory oversight by the SEC.

The firm employs a hybrid approach, committing capital both to commingled funds and direct co-investment vehicles. It structures private market exposure through separate accounts and limited partnership interests, with a emphasis on control-oriented direct investments alongside fund managers. Public filings confirm both commingled fund commitments and direct equity positions (per SEC filings).

FactorPoint Planning targets primarily mid-market private equity and growth-stage venture capital, with a focus on North American companies. The firm avoids early-stage seed investments and public market day trading, instead favoring established businesses with proven revenue models. Stage focus skews toward buyout and growth equity with no disclosed hard stage exclusions.

The firm does not disclose a public list of excluded sectors. However, based on SEC filings and public registrations, its portfolio has historically concentrated on technology, healthcare, and business services. FactorPoint Planning does not publicly flag any permanent sector restrictions.

The source of capital administered by FactorPoint Planning is not publicly disclosed. The firm serves multiple family groups, and each family may have distinct wealth origins. As a multi-family office, the firm maintains client confidentiality and does not attribute wealth sources in public filings. No published interviews or press releases address this.