David Eilenberg

Employer firm

Kpoint Capital LLC CRD 333024

$2.61M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ASSETS UNDER ADVISEMENT, INCLUDING HELD-AWAY RETIREMENT PLANS (E.G., 401(K), SOLO 401(K), DEFINED BENEFIT OR CASH BALANCE PLANS)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 08/2023
  Morgan Stanley
  New York, NY
• 08/2013 → 09/2017
  Jp Morgan Chase
  New York, NY
• 07/2024 → Present
  Kpoint Capital Llc
  Manhasset, NY
• 08/2013 → 07/2024
  Rjs Realty Llc
  Miami Lakes, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-15

Other Names

• David Eilenberg
• David Michael Eilenberg