Long Point Capital, Inc
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Overview
Long Point Capital, Inc is an advisory firm based in New York, New York. Long Point Capital, Inc oversees $260.9 million in total assets throughout seven customer accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). Long Point Capital, Inc has a small team, including 4 financial advisors. Long Point Capital, Inc does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like options, bonds and equities.
Long Point Capital, Inc manages all of the company's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions without requiring client permission. The company manages an average of $37.3 million for each client account. The typical advisor at Long Point Capital, Inc oversees about two client accounts, placing it among the most individualized financial advisor firms in the country.
The firm's central office is located at 1211 Avenue Of The Americas, New York, New York 10036. The firm is legally registered to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Long Point Capital, Inc by the Numbers
$260.9 million
5
7
$37.3 million
Fee Structure
Fees for financial advice typically depend on which services the firm provides the client. However, fee types billed by the company can include the following fee structures: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its seven customers, Long Point Capital, Inc's biggest client type is pooled investment vehicles. Around 14% of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Long Point Capital, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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