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Vernal Point Advisors
Vernal Point Advisors was established in 2012 by Paul Morelli, who remains Managing Partner and majority owner. The firm builds and runs integrated...
Vernal Point Advisors
Vernal Point Advisors was established in 2012 by Paul Morelli, who remains Managing Partner and majority owner. The firm builds and runs integrated family-office platforms for entrepreneurial and inherited-wealth families. The firm allocates across hedge funds, private equity, real estate and infrastructure. It maintains exposure in North America through direct holdings and fund commitments. Vernal Point also holds residential real estate assets in Miami and operates Vernal Point Insurance Fund I. The team includes Kristi Kuechler as Managing Director of Client Relations, MK Heck as Managing Director of Growth, and Kevin Goldstein, who served as Chief Investment Officer from 2017 to 2024. The firm participates in AIMA, CFA Institute, CAIA Association and the Financial Planning Association San Francisco chapter. It is linked to Zhao Chen Family Foundation Inc. Vernal Point operates as a partner-owned multi-family office that constructs customized platforms rather than offering standardized products.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, California, United States
Principals
Paul Morelli
Managing Partner and majority owner
MK Heck
Managing Director of Growth
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Vernal Point Advisors?
Paul Morelli serves as Managing Partner and majority owner. Kevin Goldstein held the Chief Investment Officer role from 2017 to 2024.
Is Vernal Point Advisors structured as a single family office or multi-family office?
It operates as a multi-family office that builds bespoke single-family-office platforms for multiple client families.
What asset classes does Vernal Point Advisors deploy into?
Confirmed allocations include hedge funds, private equity, real estate and infrastructure.
Where does Vernal Point Advisors invest geographically?
All documented activity occurs in North America.
Does Vernal Point Advisors maintain any insurance or real-asset vehicles?
It operates Vernal Point Insurance Fund I and holds residential properties at 3007 and 3029 Brickell Avenue in Miami.
Which professional networks does the firm participate in?
Team members engage with AIMA, CFA Institute, CAIA Association and the Financial Planning Association San Francisco chapter.
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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