BAR POINT MANAGEMENT LIMITED PARTNERSHIP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
329020
Registered since
August 26, 2024

Firm profile

FINTRX

Overview

BAR Point Management Limited Partnership is a privately organized limited partnership that registered with the SEC in 2024. The firm functions primarily as a sponsor and general partner and acts as managing member for pooled investment vehicles rather than as a traditional client-facing advisory business. It is structured with domestic entity and individual ownership. BAR Point is not registered or reported as a multi-state adviser and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JONATHAN RANKIN

    COO & CFOCRD 7832934

Contacts

1 of 1
  • JAMES PLUHAR

    Managing PartnerCRD 7832930

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
38 Newbury St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth