Sound Point Commercial Real Estate Finance LLC

RIASEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$340M
Accounts
8
Employees
25
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
311808
Registered since
March 19, 2021
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Other
Client types
  • Insurance Companies63.18%
  • Pooled Investment Vehicles19.27%
  • Corporations / Businesses17.55%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sound Point Commercial Real Estate Finance LLC is a limited liability company registered with the SEC in 2021 and organized as a real estate fund. The firm serves an institutional client base and provides portfolio management services tailored to businesses and other institutions. It engages in financial product sales alongside its advisory work and is involved in sponsor/GP activities for pooled investment vehicles as well as related adviser and commodity pool/CTA-type affiliations. The firm is not classified as a capital allocator and does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 93%, Cash & Cash Equivalents 7%93%
  • Other93%
  • Cash & Cash Equivalents7%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
375 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth