Brant Point Investment Management LLC

RIASEC RegisteredEst. 2012

Total AUM

$453M

Discretionary

$453M

100% of AUM

Avg account

$113M

Accounts

4

Employees

6

Advisory reps

2

Firm details

Headquarters: New York, New York
CRD number: 157572
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

Brant Point Investment Management LLC is a hedge-fund–style registered adviser that manages pooled investment vehicles for institutional clients. The firm, formed as an LLC and registered with the SEC in 2012, is owned individually and operates under a fee structure that combines a percentage of assets under management with performance-based fees. Its advisory activity is focused on portfolio management for pooled vehicles rather than separate-account advisory or capital-allocation services. The firm is not positioned as an active ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

2 of 2

Ira Unschuld
Managing MemberCRD 2753405
John Buoncore
Senior Vice President, CCOCRD 2645537

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$22.9M in ETFs

Passive

100%

$22.9M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI)	State Street	Passive	Health	$5.4M	33,866	23.45%

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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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