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 SEC-registered investment manager (registered in 2012) that runs pooled investment vehicles for institutional clients. The firm is structured as an LLC and describes itself as a multifaceted fund manager with activity across hedge fund and private equity strategies. Fee arrangements combine asset-based charges with performance-linked fees. Great Point Partners identifies as an active ESG investor and operates primarily as a manager and sponsor — acting as general partner and managing member for pooled vehicles — rather than as a pure capital allocator. Advisory work centers on portfolio management for pooled vehicles rather than direct retail account advisory. Industry roles include acting as broker-dealer sponsor, GP, and managing member of the funds it advises. The firm’s owner profile is listed as a domestic entity and individual ownership, and its client base is institutional.

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

1 of 1
  • RONALD PANZIER

    COO & CFOCRD 2515899

Contacts

2 of 2
  • Adam Felsenthal

    General CounselCRD 7212547

  • 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