Locust Point Capital

RIASEC RegisteredEst. 2017
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$396M
Accounts
4
Employees
43
Advisory reps
4

Firm details

Headquarters
Miami, Florida
CRD number
286689
Registered since
December 4, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Locust Point Capital is a corporation registered with the SEC in 2017 that operates as an institutional registered investment adviser focused on managing pooled investment vehicles. The firm is privately owned (individual owner) and serves institutional clients rather than retail households. Its advisory work centers on portfolio management for pooled funds, and it also serves in sponsor/GP and CPO/CTA roles for pooled vehicles and acts as managing member where applicable. Fee arrangements include both percentage-of-assets-under-management and performance-based components. The firm reports being an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Eric Smith

    Eric Smith

    CEO and Managing Partner at Locust Point Capital, Inc.CRD 2403872

  • Rebecca Rowell

    Chief Financial OfficerCRD 8245088

Contacts

2 of 2
  • Erick Marin

    General CounselCRD 7966311

  • Daniel Contardi

    Daniel Contardi

    Founding PartnerCRD 5200123

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

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1395 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth