BAR POINT MANAGEMENT LIMITED PARTNERSHIP
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 329020
- Registered since
- August 26, 2024
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JONATHAN RANKIN
COO & CFOCRD 7832934
Contacts
1 of 1JAMES PLUHAR
Managing PartnerCRD 7832930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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