SpirePoint Private Client Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2023

Year Founded

  • Professionals
  • 5

Professionals

  • AUM

SpirePoint Private Client General Information

Description

SpirePoint Private Client is a wealth management firm based in Vero Beach, Florida. Established in 2023, the firm partners with its clients to protect and build their wealth, supporting them in achieving their life goals. They provide services such as estate and tax planning, legacy planning, and charity giving. Through close collaboration, they financial challenges, guiding them towards sustainable results. The assets of the firm are managed by its executive management team.

Contact Information

Website
www.spirepointpc.com
Year Founded
2023
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Managing Director & Chief Investment Officer
Email
tl
Phone
+1 (772)
Corporate Office
  • 3111 Cardinal Drive
  • Suite 2 West
  • Vero Beach, FL 32963
  • United States
+1 (772)

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SpirePoint Private Client Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

SpirePoint Private Client Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

SpirePoint Private Client FAQs

  • When was SpirePoint Private Client founded?

    SpirePoint Private Client was founded in 2023.

  • Where is SpirePoint Private Client headquartered?

    SpirePoint Private Client is headquartered in Vero Beach, FL.

  • How many Assets Under Management (AUM) does SpirePoint Private Client have?

    SpirePoint Private Client has in assets under management.

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