Ninepoint Partners LP

RIASEC RegisteredEst. 2017
Total AUM
$4.4B
Discretionary
$4.4B
100% of AUM
Avg account
$101M
Accounts
44
Employees
95
Advisory reps
3

Firm details

Headquarters
Toronto Ontario,
CRD number
289068
Registered since
September 26, 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

Ninepoint Partners LP operates as a limited partnership and is classified as an institutional Registered Investment Adviser. The firm primarily serves institutional clients and is set up under a mixed ownership structure described as foreign entity and individual ownership. It registered with the SEC in 2017 and reports business activity as a commodity pool operator or commodity trading adviser while providing portfolio management for pooled investment vehicles. Fee arrangements include both percentage-of-assets and performance-based components. Ninepoint does not identify as an active ESG investor and is not registered as a multi-state adviser; it also reports that it is not a capital allocator or a pension consultant. The firm has an industry affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

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
  • John Wilson

    John Wilson

    Co-CEO, Managing Partner, Senior Portfolio ManagerCRD 4440637

  • James Fox

    James Fox

    Co-CEO, Managing PartnerCRD 5084558

Contacts

1 of 1
  • Kirstin Mctaggart

    Kirstin Mctaggart

    PartnerCRD 5998638

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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ETF holdings

1 of 2

Active vs passive

$31M in ETFs

Passive

99%

$30.7M

Active

0%

$279K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$30.7M41,10099.13%

Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
Royal Bank Plz S Tower
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth