Great Point Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$105M
Accounts
17
Employees
28
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
158423
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Great Point Partners, LLC is a multi-strategy fund manager organized as an LLC and SEC‑registered since 2012. The firm operates across private equity and hedge fund strategies, acting as sponsor, general partner and managing member of pooled vehicles while providing portfolio management for those vehicles. Its client base is institutional, and its typical fee mix combines a percentage of assets under management with performance‑based fees. The firm reports being an active ESG investor and is structured to run proprietary pooled funds rather than functioning primarily as an external capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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

Owners & executives

2 of 2
  • Ronald Panzier

    Ronald Panzier

    COO & CFOCRD 2515899

  • Adam Felsenthal

    Adam Felsenthal

    General Counsel and Chief Compliance OfficerCRD 7212547

Contacts

1 of 1
  • Jeffrey Jay

    Jeffrey Jay

    Managing DirectorCRD 1757824

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

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
165 Mason St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth