Spirepoint Private Client, LLC
SpirePoint Private Client, LLC is an SEC-registered investment adviser headquartered in Vero Beach, Florida. The firm provides sophisticated family office services, wealth management, legacy planning, asset management, and tax strategies for ultra-high-net-worth and multi-generational families. Founded in 2023, SpirePoint Private Client focuses on delivering tailored, comprehensive solutions to help clients make smart financial decisions for their complex needs. The firm employs approximately 7 professionals, of which a majority are investor-facing personnel, serving primarily high-net-worth individuals, families, and select business entities.
Investment Strategy
SpirePoint Private Client employs a holistic, client-centered approach to wealth management, delivering family office services with an emphasis on legacy planning, tailored asset management, and advanced tax strategies. The firm creates bespoke investment solutions for ultra-high-net-worth and multi-generational families, focusing on long-term financial security and generational wealth preservation. Portfolio management is fully discretionary, and SpirePoint primarily serves high-net-worth individuals and families, using diversified public equity and fixed income portfolios along with other asset classes to address sophisticated client needs.
Top Holdings
Equity Positions (279)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UPS | UNITED PARCEL SERVICE INC | 9.04% | $86.0M | 1,029,510 | $147.11 | $83.53 | -$24.4M |
A AAPL | APPLE INC | 4.12% | $39.2M | 153,862 | $181.86 | $254.63 | +$9.6M |
M MSFT | MICROSOFT CORP | 4.04% | $38.4M | 74,120 | $424.56 | $517.95 | +$1.5M |
P PLTR | PALANTIR TECHNOLOGIES INC | 3.85% | $36.6M | 200,507 | $24.23 | $182.42 | +$8.3M |
A AVGO | BROADCOM INC | 3.18% | $30.3M | 91,694 | $140.56 | $329.91 | +$4.9M |