Ninepointtwo Capital LLC

NinePointTwo Capital LLC is a registered investment advisor firm based in Los Angeles, CA, established on January 24, 2018. The firm specializes in offering discretionary portfolio management services to individuals and institutions. Their investment strategy includes using a tactical allocation strategy to reduce risk and increase performance, recommending specific stocks for sector weighting/dividend potential, and employing cash positions as a hedge. They also manage NPT Neutron Fund I, LP, a pooled investment vehicle investing in equities, commodities, and futures. For clients, NinePointTwo Capital LLC charges a quarterly management fee ranging from 0.50% to 2.00% based on the net liquidation value of the client's account. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients can open accounts with no minimum requirement for separately managed accounts, while the NPT Neutron Fund I, LP requires a minimum investment of $1,000,000. The firm's principal owners are Timothy Streufert and Joseph Malhas. Streufert, a UCLA Economics graduate, has experience as a quantitative analyst in the Credit group at Ares Management. Malhas, also a UCLA Economics graduate, has worked in Private Equity and Investment Banking. Both hold FINRA Series 3 and 65 licenses. The firm's Chief Compliance Officer is Joseph Malhas, who oversees compliance and adherence to the firm's code of ethics. Clients receive quarterly statements from the custodian and are encouraged to review account statements for accuracy. The firm's privacy policy ensures the protection and confidentiality of clients' personal information.