FINEPOINT CAPITAL LP

RIASEC RegisteredEst. 2014
Total AUM
$5B
Discretionary
$5B
100% of AUM
Avg account
$2.5B
Accounts
2
Employees
23
Advisory reps
7

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
170668
Registered since
April 17, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Finepoint Capital LP is a limited partnership operating as a hedge fund and registered with the SEC since 2014. The firm provides portfolio management for pooled investment vehicles and acts in CPO/CTA capacities; it also serves as sponsor, general partner, or managing member of its pooled vehicles. Its client base is institutional, and its fee arrangements combine a percentage-of-assets component with performance-based fees. The adviser is not focused on ESG investing and is structured under domestic ownership that includes an individual stakeholder.

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

Owners & executives

3 of 4
  • HERBERT WAGNER

    Chief Experience Officer, Managing PartnerCRD 4519282

  • STEVEN LEFKOWITZ

    Partner and Chief Operating OfficerCRD 5406186

  • STACY VEZINA

    Chief Compliance Officer and General CounselCRD 6306990

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Contacts

3 of 3
  • TIMOTHY CAFLISCH

    PartnerCRD 7349648

  • CHARLOTTE WAGNER

    Limited PartnerCRD 6306991

  • CHANG WON LEE

    PartnerCRD 6202953

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
500 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth