Institutional experience.Applied to private wealth.
KPoint Capital manages investment portfolios for private clients and families.
The Firm
A view of markets formed inside the institutions that move them.
KPoint’s founder spent more than 25 years at Morgan Stanley, JPMorgan, Merrill Lynch, Credit Suisse and other global institutions, across trading, portfolio management and the systems used to measure and manage risk. That experience now serves a select group of private clients and families, with each portfolio built around its owner’s objectives, time horizon and tolerance for risk.
Approach
Clear objectives. Disciplined judgment.
- GrowthPursuing attractive long‑term returns, measured against the risks required to earn them.
- PreservationManaging risk deliberately, so that no single decision determines the outcome.
- IndependenceBuilding toward retirement and financial independence, including for business owners and their retirement assets.
- LegacyManaging with a horizon that may extend beyond one generation.
How we identify opportunities and construct portfolios is best discussed in conversation.
Engagement
A considered process, with no obligation at any stage.
Conversation
A discussion of your circumstances, accounts, objectives and constraints.
Portfolio design
Where there is a fit, a written proposal covering portfolio construction, costs and risks.
Ongoing management
Regular review, with continued direct access to the person managing your portfolio.
Structure
- Regulatory statusKPoint Capital LLC is a New York State‑registered investment adviser, CRD 333024, registered since October 3, 2025. Registration does not imply any level of skill or training, and does not constitute approval or endorsement by New York State, the Securities and Exchange Commission, FINRA or any other regulatory authority.
- Standard of careKPoint Capital acts as a fiduciary to its clients.
- CompensationKPoint is compensated through an asset‑based advisory fee paid by the client. The firm does not accept commissions, revenue sharing or other third‑party compensation. Fee schedules are described in Form ADV Part 2A.
- Public recordThe firm’s Form ADV and regulatory history are publicly available through the Investment Adviser Public Disclosure database.
Leadership
David Eilenberg
KPoint Capital was founded by David Eilenberg, who began in municipal bond trading and spent the two decades that followed building the analytical and trading infrastructure institutional investors rely on.
At JPMorgan he led portfolio management technology and market data for the Chief Investment Office. At Merrill Lynch he headed fixed income trading systems for Latin America and emerging markets, and led quantitative development and the firm’s index programme. At Credit Suisse, in alternative investments, he was part of the original team behind the CSFB/Tremont Investable Hedge Fund Index, building the portfolio management and client‑facing infrastructure that supported its launch. At Morgan Stanley he served as Executive Director, first leading artificial intelligence and automation, later in Wealth Management. His earlier career included Deutsche Bank, Bankers Trust and Lehman Brothers.
Across the same 25 years he has traded equities actively, both professionally and on his own account.
He founded KPoint to apply that analytical discipline directly to client portfolios, rather than to the systems that support them.
Enquiries
The firm works with a select number of relationships, primarily by introduction.
If you have been referred to KPoint, or believe your circumstances may be a fit, you are welcome to write. Enquiries are reviewed and answered directly.
compliance@kpointcapital.comManhasset, NY 11030
Writing to the firm does not create an advisory relationship and obligates neither party. Please do not include account numbers, Social Security numbers or other sensitive personal financial information.