BRANT POINT INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$453M
Discretionary
$453M
100% of AUM
Avg account
$113M
Accounts
4
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
157572
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brant Point Investment Management LLC is a small, SEC‑registered hedge fund adviser that focuses on managing pooled investment vehicles for institutional investors. The firm is organized as an LLC, has been registered with the SEC since 2012, and is owned by an individual. Its client mix is institutional only, and its compensation includes both a percentage of assets under management and performance‑based fees. The firm does not identify as an ESG investor and does not operate as a multistate or related adviser. Brant Point’s advisory activity centers on portfolio management for pooled vehicles rather than providing individual wealth management or pension consulting. That structure aligns with its fund footprint and the fee schedule that includes performance fees typical of hedge fund managers.

Assets & Accounts

Public Holdings

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

Contacts

2 of 2
  • IRA UNSCHULD

    Managing MemberCRD 2753405

  • JOHN BUONCORE

    Senior Vice President, CCOCRD 2645537

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$20.3M in ETFs

Passive

100%

$20.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI)State StreetPassiveHealth$4.3M33,86621.36%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
375 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth