Finepoint Capital Lp
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Overview
Finepoint Capital Lp is a financial advisor firm based in Boston, Massachusetts. It oversees $3.5 billion in assets under management across two accounts, making it one of the largest firms in the country by assets under management (AUM). It has a small group, including 12 financial advisors. Finepoint Capital Lp is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, stocks and bonds.
Finepoint Capital Lp manages all of its accounts on a discretionary basis. Discretionary management means that transaction judgments are made by a portfolio manager without requiring the client's approval. The firm manages an average of $1.8 billion in assets for each customer account. An average advisor at Finepoint Capital Lp oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's headquarters is at 500 Boylston Street, 24Th Floor, Boston, Massachusetts 2116. The firm is legally allowed to serve customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Finepoint Capital Lp by the Numbers
$3.5 billion
18
2
$1.8 billion
Fee Structure
Fees charged by financial advisors depend on which service is provided. However, fee types billed by Finepoint Capital Lp most likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its two customers, Finepoint Capital Lp's largest client by number of accounts is pooled investment vehicles. None of the company's clients are 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
Finepoint Capital Lp does not have any disclosures.
Please visit its Form ADV for more details.
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