Fifth Point Advisors LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Derivatives20%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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