# Vernal Point Advisors

Vernal Point Advisors is a Multi Family Office based in San Francisco, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, California, United States
- **Founded:** 2012
- **Assets under management:** 2742 (Altss estimate)
- **Website:** www.vernalpoint.com
- **LinkedIn:** https://www.linkedin.com/company/vernal-point-advisors

## Regulatory record

- **CRD number:** 166587
- **SEC file number:** 801-80962
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166587

## About

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.

## Sectors

- Hedge Funds
- Infrastructure
- Private Equity
- Real Estate

## People

- Paul Morelli — Managing Partner and majority owner
- MK Heck — Managing Director of Growth

## 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.

### 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.

## Related profiles

- [Gleneagles Group Family Office](https://altss.com/profile/gleneagles-group-family-office)
- [Sentry, LLC](https://altss.com/profile/sentry-llc)

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

Canonical page: https://altss.com/profile/vernal-point-advisors

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