Entrypoint Capital, LLC

RIASEC RegisteredEst. 2024
Total AUM
$700M
Discretionary
$700M
100% of AUM
Avg account
$233M
Accounts
3
Employees
10
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
313946
Registered since
July 26, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Entrypoint Capital, LLC is an SEC-registered hedge fund-style adviser that began registration in 2024 and serves institutional clients. The firm operates as a limited liability company and combines portfolio management for pooled investment vehicles with sponsor/GP/managing-member roles for those vehicles. It lists CPO/CTA activities, charges both a percentage-of-AUM management fee and performance-based fees, and is not positioned as a third-party capital allocator. Entrypoint does not identify as an active ESG investor and does not report multi-state advisory status.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

3 of 3
  • Lawrence Leibowitz

    Lawrence Leibowitz

    Chief Executive OfficerCRD 2024745

  • Michael Bleich

    Chief Investment OfficerCRD 4262671

  • Andrew Alkon

    Chief Operating OfficerCRD 5079758

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
1350 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth