# FactorPoint Planning, LLC

FactorPoint Planning, LLC is a Multi Family Office based in Pittsford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Pittsford, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** factorpointplanning.com

## Regulatory record

- **CRD number:** 341229
- **SEC file number:** 801-135767
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341229

## About

Factorpoint Planning, LLC is an SEC-registered investment adviser in Pittsford, NY, since 2026. It has 3 employees and 2 investment advisers. The firm is based in New York.

## Sectors

- Private Equity
- Venture Capital
- Real Assets
- Fixed Income
- Public Equities

## People

- David J. Selnick — Founder & President
- Robert S. Kaplan — Chief Investment Officer

## Questions

### How does FactorPoint Planning source proprietary deal flow?

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).

### Does FactorPoint Planning participate in fund commitments or only direct deals?

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).

### What investment stages does FactorPoint Planning typically target?

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.

### Which sectors does FactorPoint Planning explicitly avoid?

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.

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Last updated: 2026-07-06T01:24:16.258Z

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