DATA POINT MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
164853
Registered since
August 20, 2012

Firm profile

FINTRX

Overview

Data Point Management Company, LLC is an SEC-registered investment adviser formed in 2012 and organized as a limited liability company under individual ownership. The firm operates primarily as a sponsor, general partner and managing member of pooled investment vehicles, with its activity centered on running private funds rather than providing retail advisory accounts. It is not classified under a specific advisory category in available records, it is not an active ESG investor, and it does not report multi-state adviser status or pension consulting services. The firm’s public filing profile and fund activity indicate a focus on private-market investing, with the adviser occupying GP and sponsor roles that imply hands-on fund management, deal selection, and oversight of portfolio companies. Fee structure, client segmentation and advisory services beyond pooled-vehicle sponsorship are not disclosed in the available summary.

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

Contacts

1 of 1
  • SCOTT SAVITZ

    Founder and Managing PartnerCRD 2530505

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
341 Newbury St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth