Fifth Point Advisors LLC

Overview

Fifth Point Advisors LLC operates as a small, hedge-fund–style investment manager organized as an LLC that serves both individual/family and institutional clients. The firm combines separately managed accounts for wealthy individuals and pooled investment vehicles it sponsors and manages. Its compensation model includes a percentage of assets under management plus performance-based fees, which is consistent with active, performance-oriented mandates. Investment activity is concentrated in publicly traded equities while the firm also allocates to alternative strategies through a small hedge fund it manages and by placing capital with third-party venture capital managers. Advisory services explicitly cover portfolio management for individuals and small businesses and management of pooled vehicles, indicating the team runs both client-facing SMA strategies and a private fund platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices