DO
DO

Danyal Ozizmir

15 Years of Experience
Riverside, CT

Danyal Ozizmir is a registered investment advisor at Little Point Capital, LLC, based in Riverside, CT, with 15 years of industry experience. Danyal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$37.1M

Fee Structure

Investment management only (planning not offered)

Little Point Capital's investment management fee is based on the value of your portfolio and is calculated quarterly. The fee is negotiated with each client but typically ranges from 0.25% to 0.60% per year, depending on the size and type of assets managed.

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Location

Riverside, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Little Point Capital, LLC
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Little Point Capital, LLC
September 2010 - December 2015 · 5 yrs 3 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.