Third Point LLC

RIASEC RegisteredEst. 2006
Total AUM
$28.7B
Discretionary
$28.2B
98% of AUM
Avg account
$416M
Accounts
69
Employees
143
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
137927
Registered since
January 12, 2006
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles83.44%
  • Insurance Companies7.33%
  • Other6.97%
  • Other Investment Advisers2.24%
  • State / Municipal Government0.02%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Third Point LLC is a privately organized investment manager that operates multiple pooled vehicles and sponsors funds for institutional clients. The firm’s structure and regulatory filings identify it as a hybrid manager—active as a hedge fund manager, private equity sponsor and operator of securitized asset vehicles—while also performing CPO/CTA activities and acting as a portfolio manager for pooled investment vehicles and institutional balance sheets. Fees combine a percentage-of-assets basis with performance-based compensation. Third Point reports being an active ESG investor and retains industry ties as a sponsor or managing member of pooled vehicles and other adviser and CPO/CTA affiliations.

Assets & Accounts

Public Holdings

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: Non-Investment Grade Corp Bonds 38%, Investment Grade Corp Bonds 37%, Other 17%, Cash & Cash Equivalents 8%38%
  • Non-Investment Grade Corp Bonds38%
  • Investment Grade Corp Bonds37%
  • Other17%
  • Cash & Cash Equivalents8%

Owners & executives

3 of 3
  • Jana Tsilman

    Chief Compliance OfficerCRD 5108049

  • Richard Haas

    Richard Haas

    CFOCRD 5065291

  • Daniel Loeb

    Daniel Loeb

    Chief Executive Officer & Chief Investment OfficerCRD 2141296

Contacts

2 of 2
  • Joshua Targoff

    Joshua Targoff

    PresidentCRD 4718811

  • Ian Wallace

    Ian Wallace

    PartnerCRD 1495130

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
55 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth