SOUTHPOINT CAPITAL ADVISORS LP

RIASEC RegisteredEst. 2012
Total AUM
$6.6B
Discretionary
$6.6B
100% of AUM
Avg account
$3.3B
Accounts
2
Employees
17
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
161754
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

Southpoint Capital Advisors LP is a hedge fund-style investment adviser that operates as a limited partnership and has been SEC-registered since 2012. Its client base is institutional, and it serves primarily through pooled vehicles: the firm is active as an adviser and sponsor/GP and is registered to perform CPO/CTA activities and portfolio management for pooled investment vehicles. Compensation is a combination of a percentage of assets under management and performance-based fees. Southpoint is not positioned as a capital allocator and does not identify as an active ESG investor.

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
  • STEFANIE DONATH

    Chief Compliance OfficerCRD 5064918

  • ANTHONY BUFFALANO

    Chief Financial OfficerCRD 4948851

Contacts

1 of 1
  • JOHN CLARK

    DirectorCRD 5064674

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

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
1114 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth