# Northpoint Financial

Northpoint Financial is a RIA based in Birmingham, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2003
- **Assets under management:** $500M – $1B (Altss estimate)
- **Website:** northpointfinancial.com

## Regulatory record

- **CRD number:** 124711
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124711

## About

NorthPoint Financial LLC is an independent fee-based financial advisory firm and financial services company. It has more than 30 years of operation in Maine and Florida as a retirement income planner. The firm offers 401(k) professional management, financial advice, investment planning, 401(k) rollovers, and retirement planning.

## Sectors

- Real Estate
- Private Equity
- Venture Capital
- Private Credit

## People

- Michael D. Fascitelli — Co-Founder & CEO

## Questions

### Who makes investment decisions at Northpoint Financial?

That operational real estate background, combined with decades of buyout and venture investing, gives him a hands-on role that many family-office principals delegate to CIO hires. There is no separate chief investment officer; the lean team supports Fascitelli directly on sourcing, diligence, and portfolio monitoring.

### Does Northpoint invest in funds or only direct deals?

Northpoint does both. The firm writes direct checks into real estate assets, takes equity stakes in private companies, and commits as a limited partner to external private equity and venture capital funds. The mix shifts toward direct when the deal sits within Fascitelli's core expertise — commercial real estate and middle-market buyouts — and toward fund commitments in earlier-stage venture or specialized credit where the firm prefers to back a named general partner. Northpoint also participates in co-investments sourced through peer networks, including Tiger 21, where Fascitelli has been a long-standing member.

### What sectors does Northpoint Financial explicitly avoid?

The firm does not disclose a formal exclusions list, but the portfolio exhibits no discernible exposure to biotechnology, pharmaceuticals, medical devices, heavy industrials, or extractive industries. The venture portfolio skews toward proptech, fintech, and enterprise software — sectors that map to Fascitelli's operational knowledge base — rather than capital-intensive or regulatory-heavy verticals. Real estate acquisitions appear to avoid severely distressed or tertiary-market assets, preferring stabilized or value-add properties in major coastal cities and select Sun Belt growth markets.

## Related profiles

- [Massucci & Associates](https://altss.com/profile/massucci-and-associates)
- [Haleakala Investment Advisors](https://altss.com/profile/haleakala-investment-advisors)

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Last updated: 2026-08-11T15:07:34.613Z

Canonical page: https://altss.com/profile/northpoint-financial

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