FIVE POINTS CAPITAL LLC
Firm details
- Headquarters
- WINSTON SALEM, North Carolina
- CRD number
- 160792
- Registered since
- March 20, 2012
- Website
- www.fivepointscapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Five Points Capital LLC is an SEC-registered adviser focused on managing pooled private investment vehicles for institutional clients. Registered in 2012, the firm serves as adviser, sponsor and general partner/managing member to private funds and other pooled vehicles rather than operating as a retail RIA. Its advisory activity centers on running closed-end and pooled structures, with an emphasis on private equity strategies and private credit exposure through both direct fund vehicles and allocations to external managers. The firm’s client base is institutional and fee arrangements include percentage-of-AUM fees along with fixed and other fee components typical for private fund sponsors. Five Points Capital does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant. Its affiliation profile indicates hands-on sponsor activity—acting as a GP and managing member for the funds it advises.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2BRAD CLARK
Chief Financial Officer & Chief Compliance OfficerCRD 6022362
LUKE SARSFIELD
Chairman of the Board & CEOCRD 2384365
Contacts
3 of 3STEWART EDWARDS
Managing PartnerCRD 2520439
MARSHALL WHITE
Managing PartnerCRD 4206952
JONATHAN BLANCO
Managing PartnerCRD 2688484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINSTON SALEM, NC
FORSYTH
Location
WINSTON SALEM, NC
Headquartered in WINSTON SALEM, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- FORSYTH
- Address
- 500 W 5th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SHEETS SMITH WEALTH MANAGEMENT
RIAWINSTON SALEM, NC
ARBOR INVESTMENT ADVISORS
RIAWINSTON SALEM, NC
VERGER CAPITAL MANAGEMENT
RIAWINSTON SALEM, NC
SALEM INVESTMENT COUNSELORS INC
RIAWINSTON SALEM, NC
SEMMAX FINANCIAL ADVISORS, INC.
RIAWINSTON SALEM, NC
THREE MAGNOLIAS FINANCIAL ADVISORS
RIAWINSTON SALEM, NC