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Timothy Streufert

Investment adviser representative at Ninepointtwo Capital LLC
11 yearsExperience
2 statesRegistered in
$314.8MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Private Financial CounselingJan 2025 to now
  2. Ninepointtwo Capital LLCMay 2018 to now
  3. Ares ManagementJun 2015 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Ninepointtwo Capital LLC

$314.8MAssets managed
25Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6951858
Firm CRD
297270
Advisor's SEC record (opens in a new tab)
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