# Running Point Capital Advisors

Running Point Capital Advisors is a Multi Family Office based in El Segundo, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** El Segundo, United States
- **Region:** North America
- **Address:** El Segundo, CA, United States
- **Founded:** 2014
- **Assets under management:** 657 (Altss estimate)
- **Website:** runningpointcapital.com
- **LinkedIn:** https://www.linkedin.com/company/running-point-capital-advisors-llc/

## Regulatory record

- **CRD number:** 306275
- **SEC file number:** 801-117793
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306275

## About

Jim Schlager established the firm after three decades in wealth management. The multi-family office structure serves closely held enterprises seeking coordinated oversight rather than standalone advisory relationships. Asset allocation spans private equity, real estate, hedge funds, private credit, and digital assets. The firm maintains exposure to tokenized commodities and gold alongside traditional holdings. Geographic focus remains North America, with mixed-use residential and warehouse properties in Utah, Colorado, Texas, and South Carolina plus opportunity-zone investments in California. The March 2026 merger with Cerity Partners integrated Running Point's platform into a larger entity. Michael Ashley Schulman, former partner and chief investment officer, transitioned to Cerity Partners as part of the combination. No additional offices or headcount figures appear in public materials. The architecture centers on multidisciplinary stewardship delivered through a single point of contact for tax, insurance, and investment decisions rather than separate external mandates.

## Sectors

- FinTech
- Mobility & Transportation
- SpaceTech

## People

- Jim Schlager — Founder and Managing Partner
- Michael Ashley Schulman — Partner and Chief Investment Officer

## Questions

### Who runs investment decisions at Running Point Capital Advisors?

Jim Schlager serves as Founder and Managing Partner. Michael Ashley Schulman previously acted as Partner and Chief Investment Officer before the 2026 merger with Cerity Partners.

### How is Running Point Capital Advisors structured after the Cerity Partners merger?

The firm merged with Cerity Partners in March 2026. Operations now integrate under the Cerity Partners platform while retaining the Running Point brand for existing clients.

### What asset classes does Running Point Capital Advisors deploy capital into?

Allocations include private equity, real estate, hedge funds, private credit, digital assets, and insurance-linked products. The firm also holds tokenized commodities and gold exposure.

### Does Running Point Capital Advisors participate in direct deals or fund commitments?

The firm executes across direct investments, fund commitments, secondaries, and co-investments. Specific holdings and co-investor names remain undisclosed in public materials.

## Related profiles

- [J Lauritzen](https://altss.com/profile/j-lauritzen)
- [Laerdal Invest](https://altss.com/profile/laerdal-invest)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/running-point-capital-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology