Fifth Point Advisors LLC

RIAState Registered
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$316K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282146
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI59.53%
  • Pooled Investment Vehicles40.47%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fifth Point Advisors LLC is a Wisconsin-based limited liability company that operates as a hedge-fund-style advisory firm serving both individuals/families and institutional clients. The firm provides portfolio management for individuals and small businesses and also manages pooled investment vehicles, acting at times as sponsor, general partner, and managing member of those vehicles. Its fee model combines an asset-based percentage with performance-based fees, consistent with hedge fund economics. The firm does not present itself as an ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Derivatives 20%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 10%60%
  • Exchange Traded Equities60%
  • Derivatives20%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents10%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth