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Pillar Point Equity Management LLC (Daly City)


Pillar Point Equity Management LLC is a large advisory firm based in Daly City. It manages $246.09 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Pillar Point Equity Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pillar Point Equity Management: assets under management

The assets under management (AUM) of Pillar Point Equity Management LLC is $246.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $246.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.64 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pillar Point Equity Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
California Casualty Management Company Shareholder 1 Jun 1993 75% - 100% 94-0575650
Arthur Townley French Member 1 Mar 1999 50% - 75% 1289097
Craig Albert Macleod Member 1 Mar 1999 25% - 50% 4373309
Thomas Runnels Brown Shareholder 1 May 2001 25% - 50% 4364594

Based in Daly City

The principal office where Pillar Point Equity Management LLC performs its advisory services is located at 333 Gellert Blvd, Daly City, CA 94015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-758-0130 or by fax 650-758-0131. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.pillarptequity.com.


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