Customized portfolios
Built around a client's objectives, tax position and liquidity requirements. Never selected from a menu.
Institutional experience.Direct access.
KPoint Capital provides customized public‑market portfolio management to individuals, families and business owners with complex investment circumstances.
The Firm
Built to see markets differently.
Significant wealth brings a different set of investment priorities. Growing capital remains important, but so does protecting what has already been built, managing risk and creating a portfolio that can support your lifestyle, retirement and legacy.
KPoint Capital brings decades of experience at the highest levels of institutional finance to private clients and families. Our background spans equity and global markets, trading, portfolio management, investment technology and risk management. Today, we bring that breadth of experience to the construction and management of equity‑focused portfolios, seeking attractive returns while maintaining a disciplined focus on risk.
Each portfolio is built around what the client and family are trying to accomplish, balancing growth, preservation and income while considering taxes, liquidity and long‑term goals.
KPoint Capital is an independent registered investment adviser, intentionally structured around a limited number of private client and family relationships.
Approach
A disciplined, research‑driven process, applied one portfolio at a time.
Direct access
No committee. No house model. No intermediary between the client and the decisions being made.
Independence
No proprietary products. No distribution obligations. The firm is compensated by its clients, and by no one else.
Business owners & retirement assets
Solo 401(k), cash balance, defined‑benefit and IRA structures — managed alongside a client's existing administrator, accountant and attorney.
Engagement
A considered process, with no obligation at any stage.
One
Conversation
A discussion of circumstances, existing accounts, objectives and constraints. No presentation, no proposal, and no expectation that anything be moved.
Two
Portfolio design
Where there is a fit, a written proposal setting out how a portfolio would be constructed and managed, what it would cost, and the risks it carries.
Three
Ongoing management
Portfolios are managed on a continuing basis, with regular review and direct access throughout.
Structure
How the firm is built, stated plainly.
-
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. View the firm record.
Leadership
David Eilenberg
Managing Member
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.
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 limited 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.
Telephone
(212) 616-3677
Office
1129 Northern Blvd., Suite 404, Manhasset, NY 11030