Flying Point Asset Management LLC

Overview

Flying Point Asset Management LLC is a small, privately owned RIA that focuses on discretionary portfolio management for individuals and small businesses. The firm, SEC-registered in 2019 and owned by an individual, charges clients on a percentage-of-AUM basis and concentrates on managing liquid, pooled investments rather than acting as a principal capital allocator. Its client base is primarily individual and family accounts, and the firm does not identify as an active ESG investor or a multistate adviser. Investment activity centers on model-driven or manager-sponsored allocations into public funds and mutual funds, with a material placement into third-party hedge funds for alternative exposure. The firm’s mandate appears oriented toward straightforward wealth management and customized separate managed account relationships rather than running its own private funds or extensive direct private equity investments.

Assets & Accounts

Investments & Alternatives

Location & Offices