CLOVIS POINT CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
249788
Registered since
October 23, 2019

Firm profile

FINTRX

Overview

Clovis Point Capital, LLC is a limited liability company that registered with the SEC in 2019. The firm operates primarily as a sponsor and general partner, and it serves as managing member of pooled investment vehicles rather than as a traditional advisory firm that manages retail or institutional client accounts. FINTRX flags the firm as not functioning as a capital allocator and not an active ESG investor. Ownership is listed as a mix of a domestic entity and individual ownership.

Assets & Accounts

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

Contacts

1 of 1
  • CHRISTOPHER JOSEPH

    Managing Partner & PrincipalCRD 5178863

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1980 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth